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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 | $120,687 | $160,070-24.6% | $147,117-18.0% | $145,897-17.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.39% | 98.69%-94.3pp | 420.54%-416.2pp | 552.29%-547.9pp |
| Employer contribution / active EE | $1,545 | $5,285-70.8% | $4,932-68.7% | $4,663-66.9% |
| Participant deferral / active EE | $6,517 | $8,419-22.6% | $8,065-19.2% | $6,689-2.6% |
| Admin fee / account holder | $4 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |