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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 | $160,070-81.4% | $147,117-79.8% | $145,897-79.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.09% | 98.69%-94.6pp | 420.54%-416.5pp | 552.29%-548.2pp |
| Employer contribution / active EE | $9,707 | $5,285+83.7% | $4,932+96.8% | $4,663+108.2% |
| Participant deferral / active EE | $9,006 | $8,419+7.0% | $8,065+11.7% | $6,689+34.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |