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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 | $40,688 | $160,040-74.6% | $147,096-72.3% | $145,877-72.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.51% | 98.49%-89.0pp | 419.75%-410.2pp | 551.28%-541.8pp |
| Employer contribution / active EE | $9,868 | $5,289+86.6% | $4,936+99.9% | $4,663+111.6% |
| Participant deferral / active EE | $5,365 | $8,429-36.4% | $8,071-33.5% | $6,691-19.8% |
| Admin fee / account holder | $13 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |