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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 | $82,621 | $160,040-48.4% | $147,096-43.8% | $145,877-43.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.05% | 98.49%-89.4pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $2,297 | $5,289-56.6% | $4,936-53.5% | $4,663-50.7% |
| Participant deferral / active EE | $3,746 | $8,429-55.6% | $8,071-53.6% | $6,691-44.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |