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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 | $32,061 | $165,351-80.6% | $149,710-78.6% | $158,931-79.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.65% | 348.19%-341.5pp | 276.63%-270.0pp | 302.86%-296.2pp |
| Employer contribution / active EE | $7,024 | $5,103+37.6% | $4,645+51.2% | $4,761+47.5% |
| Participant deferral / active EE | $9,500 | $7,181+32.3% | $6,842+38.8% | $5,982+58.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |