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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 | $139,503 | $210,698-33.8% | $178,014-21.6% | $145,959-4.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 5.41% | 386.27%-380.9pp | 294.80%-289.4pp | 561.95%-556.5pp |
| Employer contribution / active EE | $7,380 | $4,567+61.6% | $3,950+86.8% | $4,661+58.3% |
| Participant deferral / active EE | $10,000 | $6,958+43.7% | $6,276+59.3% | $6,689+49.5% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |