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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 | $76,804 | $159,934-52.0% | $147,005-47.8% | $145,959-47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.74% | 98.24%-92.5pp | 418.76%-413.0pp | 561.95%-556.2pp |
| Employer contribution / active EE | $29,512 | $5,287+458.2% | $4,934+498.1% | $4,661+533.2% |
| Participant deferral / active EE | $11,500 | $8,427+36.5% | $8,070+42.5% | $6,689+71.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |