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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 | $68,011 | $160,070-57.5% | $147,117-53.8% | $145,897-53.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.72% | 98.69%-92.0pp | 420.54%-413.8pp | 552.29%-545.6pp |
| Employer contribution / active EE | $2,116 | $5,285-60.0% | $4,932-57.1% | $4,663-54.6% |
| Participant deferral / active EE | $7,455 | $8,419-11.5% | $8,065-7.6% | $6,689+11.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |