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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 | $77,293 | $183,978-58.0% | $162,171-52.3% | $152,885-49.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 9.24% | 150.78%-141.5pp | 115.60%-106.4pp | 345.39%-336.1pp |
| Employer contribution / active EE | $12,330 | $6,370+93.6% | $5,613+119.7% | $4,763+158.9% |
| Participant deferral / active EE | $6,850 | $8,033-14.7% | $7,297-6.1% | $5,851+17.1% |
| Admin fee / account holder | $18 | $13,122-99.9% | $10,843-99.8% | $11,598-99.8% |