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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 | $99,201 | $160,070-38.0% | $147,117-32.6% | $145,897-32.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.88% | 98.69%-90.8pp | 420.54%-412.7pp | 552.29%-544.4pp |
| Employer contribution / active EE | $9,232 | $5,285+74.7% | $4,932+87.2% | $4,663+98.0% |
| Participant deferral / active EE | $7,516 | $8,419-10.7% | $8,065-6.8% | $6,689+12.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |