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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 | $93,975 | $176,120-46.6% | $159,487-41.1% | $167,553-43.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.70% | 331.95%-323.2pp | 263.71%-255.0pp | 478.89%-470.2pp |
| Employer contribution / active EE | $15,599 | $5,299+194.4% | $4,831+222.9% | $4,840+222.3% |
| Participant deferral / active EE | $17,025 | $7,752+119.6% | $7,354+131.5% | $6,343+168.4% |
| Admin fee / account holder | $232 | $12,561-98.2% | $10,804-97.9% | $12,316-98.1% |