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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 | $118,624 | $159,978-25.8% | $147,041-19.3% | $145,978-18.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.19% | 98.36%-90.2pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $12,600 | $5,288+138.3% | $4,935+155.3% | $4,662+170.3% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $112 | $15,053-99.3% | $13,006-99.1% | $13,400-99.2% |