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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 | $60,269 | $159,934-62.3% | $147,005-59.0% | $145,959-58.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.99% | 98.24%-89.3pp | 418.76%-409.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $1,366 | $5,287-74.2% | $4,934-72.3% | $4,661-70.7% |
| Participant deferral / active EE | $3,187 | $8,427-62.2% | $8,070-60.5% | $6,689-52.4% |
| Admin fee / account holder | $15 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |