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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 | $107,305 | $160,028-32.9% | $147,080-27.0% | $145,884-26.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.16% | 98.60%-92.4pp | 420.17%-414.0pp | 551.85%-545.7pp |
| Employer contribution / active EE | $19,281 | $5,286+264.8% | $4,933+290.8% | $4,662+313.6% |
| Participant deferral / active EE | $15,682 | $8,422+86.2% | $8,066+94.4% | $6,690+134.4% |
| Admin fee / account holder | $199 | $15,030-98.7% | $12,989-98.5% | $13,392-98.5% |