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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 | $117,602 | $160,070-26.5% | $147,117-20.1% | $145,897-19.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.17% | 98.69%-91.5pp | 420.54%-413.4pp | 552.29%-545.1pp |
| Employer contribution / active EE | $1,321 | $5,285-75.0% | $4,932-73.2% | $4,663-71.7% |
| Participant deferral / active EE | $11,500 | $8,419+36.6% | $8,065+42.6% | $6,689+71.9% |
| Admin fee / account holder | $188 | $15,035-98.8% | $12,993-98.6% | $13,390-98.6% |