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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 | $56,925 | $160,028-64.4% | $147,080-61.3% | $145,884-61.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 5.23% | 98.60%-93.4pp | 420.17%-414.9pp | 551.85%-546.6pp |
| Employer contribution / active EE | $5,945 | $5,286+12.5% | $4,933+20.5% | $4,662+27.5% |
| Participant deferral / active EE | $11,338 | $8,422+34.6% | $8,066+40.6% | $6,690+69.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |