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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 | $72,510 | $159,978-54.7% | $147,041-50.7% | $145,978-50.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.59% | 98.36%-91.8pp | 419.21%-412.6pp | 550.52%-543.9pp |
| Employer contribution / active EE | $13,211 | $5,288+149.8% | $4,935+167.7% | $4,662+183.4% |
| Participant deferral / active EE | $10,867 | $8,429+28.9% | $8,071+34.6% | $6,690+62.4% |
| Admin fee / account holder | $208 | $15,053-98.6% | $13,006-98.4% | $13,400-98.5% |