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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 | $120,554 | $78,707+53.2% | $117,861+2.3% | $70,126+71.9% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | -7.65% | 23.30%-30.9pp | 335.11%-342.8pp | 73.15%-80.8pp |
| Employer contribution / active EE | $16,544 | $2,223+644.1% | $3,786+336.9% | $2,343+606.3% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $166 | $5,066-96.7% | $8,021-97.9% | $4,645-96.4% |