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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 | $121,693 | $150,435-19.1% | $120,580+0.9% | $145,897-16.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 8.57% | 154.60%-146.0pp | 107.48%-98.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $3,231 | $4,352-25.8% | $3,469-6.9% | $4,663-30.7% |
| Participant deferral / active EE | $20,333 | $6,174+229.3% | $4,995+307.0% | $6,689+204.0% |
| Admin fee / account holder | $20 | $12,182-99.8% | $9,418-99.8% | $13,390-99.9% |