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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 | $160,070-26.9% | $147,117-20.4% | $145,897-19.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.09% | 98.69%-89.6pp | 420.54%-411.5pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,216 | $5,285-58.1% | $4,932-55.1% | $4,663-52.5% |
| Participant deferral / active EE | $10,684 | $8,419+26.9% | $8,065+32.5% | $6,689+59.7% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |