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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 | $62,016 | $159,934-61.2% | $147,005-57.8% | $145,959-57.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.46% | 98.24%-88.8pp | 418.76%-409.3pp | 561.95%-552.5pp |
| Employer contribution / active EE | $3,679 | $5,287-30.4% | $4,934-25.4% | $4,661-21.1% |
| Participant deferral / active EE | $11,511 | $8,427+36.6% | $8,070+42.6% | $6,689+72.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |