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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 | $84,327 | $165,399-49.0% | $149,745-43.7% | $158,982-47.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.80% | 348.34%-340.5pp | 276.72%-268.9pp | 302.99%-295.2pp |
| Employer contribution / active EE | $26,364 | $5,105+416.5% | $4,646+467.5% | $4,763+453.5% |
| Participant deferral / active EE | $15,489 | $7,183+115.6% | $6,843+126.3% | $5,983+158.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |