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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 | $73,503 | $209,428-64.9% | $178,498-58.8% | $158,950-53.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.16% | 188.78%-182.6pp | 151.09%-144.9pp | 302.91%-296.7pp |
| Employer contribution / active EE | $10,278 | $5,707+80.1% | $5,011+105.1% | $4,762+115.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $158 | $17,077-99.1% | $13,985-98.9% | $11,248-98.6% |