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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 | $113,742 | $159,978-28.9% | $147,041-22.6% | $145,978-22.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.23% | 98.36%-89.1pp | 419.21%-410.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $6,667 | $5,288+26.1% | $4,935+35.1% | $4,662+43.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |