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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 | $159,934-56.6% | $147,005-52.8% | $145,959-52.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.18% | 98.24%-95.1pp | 418.76%-415.6pp | 561.95%-558.8pp |
| Employer contribution / active EE | $10,682 | $5,287+102.0% | $4,934+116.5% | $4,661+129.2% |
| Participant deferral / active EE | $11,749 | $8,427+39.4% | $8,070+45.6% | $6,689+75.7% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |