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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 | $29,784 | $159,934-81.4% | $147,005-79.7% | $145,959-79.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.09% | 98.24%-94.2pp | 418.76%-414.7pp | 561.95%-557.9pp |
| Employer contribution / active EE | $9,707 | $5,287+83.6% | $4,934+96.7% | $4,661+108.3% |
| Participant deferral / active EE | $9,006 | $8,427+6.9% | $8,070+11.6% | $6,689+34.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |