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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 | $160,028-54.7% | $147,080-50.7% | $145,884-50.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.59% | 98.60%-92.0pp | 420.17%-413.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $13,211 | $5,286+149.9% | $4,933+167.8% | $4,662+183.4% |
| Participant deferral / active EE | $10,867 | $8,422+29.0% | $8,066+34.7% | $6,690+62.4% |
| Admin fee / account holder | $208 | $15,030-98.6% | $12,989-98.4% | $13,392-98.5% |