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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 | $25,851 | $160,070-83.9% | $147,117-82.4% | $145,897-82.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 5.90% | 98.69%-92.8pp | 420.54%-414.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $2,381 | $5,285-55.0% | $4,932-51.7% | $4,663-48.9% |
| Participant deferral / active EE | $3,340 | $8,419-60.3% | $8,065-58.6% | $6,689-50.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |