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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 | $30,530 | $160,040-80.9% | $147,096-79.2% | $145,877-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.52% | 98.49%-90.0pp | 419.75%-411.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,602 | $5,289-50.8% | $4,936-47.3% | $4,663-44.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $83 | $15,050-99.4% | $13,005-99.4% | $13,402-99.4% |