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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 | $160,070-62.5% | $147,117-59.2% | $145,897-58.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.40% | 98.69%-89.3pp | 420.54%-411.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $18,413 | $5,285+248.4% | $4,932+273.3% | $4,663+294.9% |
| Participant deferral / active EE | $9,920 | $8,419+17.8% | $8,065+23.0% | $6,689+48.3% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |