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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 | $117,089 | $159,934-26.8% | $147,005-20.4% | $145,959-19.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.09% | 98.24%-89.2pp | 418.76%-409.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,216 | $5,287-58.1% | $4,934-55.1% | $4,661-52.5% |
| Participant deferral / active EE | $10,684 | $8,427+26.8% | $8,070+32.4% | $6,689+59.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |