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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 | $20,615 | $160,040-87.1% | $147,096-86.0% | $145,877-85.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.34% | 98.49%-93.2pp | 419.75%-414.4pp | 551.28%-545.9pp |
| Employer contribution / active EE | $6,482 | $5,289+22.5% | $4,936+31.3% | $4,663+39.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $129 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |