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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 | $61,006 | $159,978-61.9% | $147,041-58.5% | $145,978-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.82% | 98.36%-95.5pp | 419.21%-416.4pp | 550.52%-547.7pp |
| Employer contribution / active EE | $12,840 | $5,288+142.8% | $4,935+160.2% | $4,662+175.4% |
| Participant deferral / active EE | $17,833 | $8,429+111.6% | $8,071+121.0% | $6,690+166.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |