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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 | $150,899 | $176,120-14.3% | $159,487-5.4% | $167,553-9.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.39% | 331.95%-322.6pp | 263.71%-254.3pp | 478.89%-469.5pp |
| Employer contribution / active EE | $10,168 | $5,299+91.9% | $4,831+110.5% | $4,840+110.1% |
| Participant deferral / active EE | $11,083 | $7,752+43.0% | $7,354+50.7% | $6,343+74.7% |
| Admin fee / account holder | $116 | $12,561-99.1% | $10,804-98.9% | $12,316-99.1% |