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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 | $49,651 | $159,978-69.0% | $147,041-66.2% | $145,978-66.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.08% | 98.36%-93.3pp | 419.21%-414.1pp | 550.52%-545.4pp |
| Employer contribution / active EE | $6,759 | $5,288+27.8% | $4,935+37.0% | $4,662+45.0% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+89.0% | $6,690+128.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |