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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 | $61,164 | $160,028-61.8% | $147,080-58.4% | $145,884-58.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.57% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,951 | $5,286-44.2% | $4,933-40.2% | $4,662-36.7% |
| Participant deferral / active EE | $6,262 | $8,422-25.6% | $8,066-22.4% | $6,690-6.4% |
| Admin fee / account holder | $134 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |