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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 | $103,549 | $160,040-35.3% | $147,096-29.6% | $145,877-29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.30% | 98.49%-92.2pp | 419.75%-413.5pp | 551.28%-545.0pp |
| Employer contribution / active EE | $1,473 | $5,289-72.2% | $4,936-70.2% | $4,663-68.4% |
| Participant deferral / active EE | $7,625 | $8,429-9.5% | $8,071-5.5% | $6,691+14.0% |
| Admin fee / account holder | $285 | $15,050-98.1% | $13,005-97.8% | $13,402-97.9% |