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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 | $59,824 | $165,399-63.8% | $149,745-60.0% | $158,982-62.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.94% | 348.34%-341.4pp | 276.72%-269.8pp | 302.99%-296.1pp |
| Employer contribution / active EE | $16,787 | $5,105+228.9% | $4,646+261.4% | $4,763+252.5% |
| Participant deferral / active EE | $18,321 | $7,183+155.1% | $6,843+167.7% | $5,983+206.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |