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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 | $39,732 | $159,934-75.2% | $147,005-73.0% | $145,959-72.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.16% | 98.24%-89.1pp | 418.76%-409.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $4,785 | $5,287-9.5% | $4,934-3.0% | $4,661+2.7% |
| Participant deferral / active EE | $12,500 | $8,427+48.3% | $8,070+54.9% | $6,689+86.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |