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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 | $71,433 | $160,070-55.4% | $147,117-51.4% | $145,897-51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.33% | 98.69%-92.4pp | 420.54%-414.2pp | 552.29%-546.0pp |
| Employer contribution / active EE | $8,777 | $5,285+66.1% | $4,932+78.0% | $4,663+88.2% |
| Participant deferral / active EE | $9,106 | $8,419+8.2% | $8,065+12.9% | $6,689+36.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |