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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 | $60,990 | $160,070-61.9% | $147,117-58.5% | $145,897-58.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.57% | 98.69%-90.1pp | 420.54%-412.0pp | 552.29%-543.7pp |
| Employer contribution / active EE | $4,172 | $5,285-21.1% | $4,932-15.4% | $4,663-10.5% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $240 | $15,035-98.4% | $12,993-98.2% | $13,390-98.2% |