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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 | $87,308 | $160,070-45.5% | $147,117-40.7% | $145,897-40.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.60% | 98.69%-96.1pp | 420.54%-417.9pp | 552.29%-549.7pp |
| Employer contribution / active EE | $25,500 | $5,285+382.5% | $4,932+417.0% | $4,663+446.9% |
| Participant deferral / active EE | $15,000 | $8,419+78.2% | $8,065+86.0% | $6,689+124.2% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |