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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 | $60,038 | $159,934-62.5% | $147,005-59.2% | $145,959-58.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.40% | 98.24%-88.8pp | 418.76%-409.4pp | 561.95%-552.5pp |
| Employer contribution / active EE | $18,413 | $5,287+248.2% | $4,934+273.2% | $4,661+295.1% |
| Participant deferral / active EE | $9,920 | $8,427+17.7% | $8,070+22.9% | $6,689+48.3% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |