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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 | $66,159 | $160,028-58.7% | $147,080-55.0% | $145,884-54.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.65% | 98.60%-92.0pp | 420.17%-413.5pp | 551.85%-545.2pp |
| Employer contribution / active EE | $10,820 | $5,286+104.7% | $4,933+119.3% | $4,662+132.1% |
| Participant deferral / active EE | $10,167 | $8,422+20.7% | $8,066+26.0% | $6,690+52.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |