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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 | $52,242 | $159,978-67.3% | $147,041-64.5% | $145,978-64.2% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 9.64% | 98.36%-88.7pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $3,881 | $5,288-26.6% | $4,935-21.4% | $4,662-16.7% |
| Participant deferral / active EE | $3,662 | $8,429-56.6% | $8,071-54.6% | $6,690-45.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |