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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 | $160,040-52.0% | $147,096-47.8% | $145,877-47.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.74% | 98.49%-92.8pp | 419.75%-414.0pp | 551.28%-545.5pp |
| Employer contribution / active EE | $29,512 | $5,289+457.9% | $4,936+497.9% | $4,663+532.9% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,691+71.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |