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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 | $69,455 | $160,070-56.6% | $147,117-52.8% | $145,897-52.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.18% | 98.69%-95.5pp | 420.54%-417.4pp | 552.29%-549.1pp |
| Employer contribution / active EE | $10,682 | $5,285+102.1% | $4,932+116.6% | $4,663+129.1% |
| Participant deferral / active EE | $11,749 | $8,419+39.5% | $8,065+45.7% | $6,689+75.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |