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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,298 | $227,597-51.1% | $189,575-41.3% | $167,536-33.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 0.11% | 78.44%-78.3pp | 64.19%-64.1pp | 478.82%-478.7pp |
| Employer contribution / active EE | $14,415 | $5,316+171.2% | $4,412+226.7% | $4,839+197.9% |
| Participant deferral / active EE | $12,400 | $7,002+77.1% | $6,174+100.8% | $6,342+95.5% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |