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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 | $85,555 | $226,135-62.2% | $182,558-53.1% | $152,909-44.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 7.48% | 192.60%-185.1pp | 148.59%-141.1pp | 345.46%-338.0pp |
| Employer contribution / active EE | $14,099 | $4,979+183.2% | $4,076+245.9% | $4,764+196.0% |
| Participant deferral / active EE | $7,486 | $6,371+17.5% | $5,526+35.5% | $5,851+27.9% |
| Admin fee / account holder | $0 | $10,707-100.0% | $8,594-100.0% | $11,601-100.0% |