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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 | $139,496 | $160,070-12.9% | $147,117-5.2% | $145,897-4.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.24% | 98.69%-90.5pp | 420.54%-412.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $11,851 | $5,285+124.3% | $4,932+140.3% | $4,663+154.2% |
| Participant deferral / active EE | $5,437 | $8,419-35.4% | $8,065-32.6% | $6,689-18.7% |
| Admin fee / account holder | $116 | $15,035-99.2% | $12,993-99.1% | $13,390-99.1% |