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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 | $83,574 | $202,463-58.7% | $169,397-50.7% | $139,487-40.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 5.94% | 532.64%-526.7pp | 406.23%-400.3pp | 373.84%-367.9pp |
| Employer contribution / active EE | $21,516 | $4,694+358.4% | $4,013+436.1% | $4,755+352.5% |
| Participant deferral / active EE | $9,498 | $6,941+36.8% | $6,223+52.6% | $6,713+41.5% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |