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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 | $70,432 | $160,070-56.0% | $147,117-52.1% | $145,897-51.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.86% | 98.69%-91.8pp | 420.54%-413.7pp | 552.29%-545.4pp |
| Employer contribution / active EE | $4,853 | $5,285-8.2% | $4,932-1.6% | $4,663+4.1% |
| Participant deferral / active EE | $15,000 | $8,419+78.2% | $8,065+86.0% | $6,689+124.2% |
| Admin fee / account holder | $138 | $15,035-99.1% | $12,993-98.9% | $13,390-99.0% |