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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 | $136,795 | $159,934-14.5% | $147,005-6.9% | $145,959-6.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.02% | 98.24%-90.2pp | 418.76%-410.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,105 | $5,287-60.2% | $4,934-57.3% | $4,661-54.8% |
| Participant deferral / active EE | $14,000 | $8,427+66.1% | $8,070+73.5% | $6,689+109.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |