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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 | $76,131 | $160,028-52.4% | $147,080-48.2% | $145,884-47.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.74% | 98.60%-89.9pp | 420.17%-411.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,019 | $5,286-61.8% | $4,933-59.1% | $4,662-56.7% |
| Participant deferral / active EE | $3,750 | $8,422-55.5% | $8,066-53.5% | $6,690-43.9% |
| Admin fee / account holder | $102 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |