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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 | $60,260 | $160,070-62.4% | $147,117-59.0% | $145,897-58.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.65% | 98.69%-89.0pp | 420.54%-410.9pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,079 | $5,285-60.7% | $4,932-57.9% | $4,663-55.4% |
| Participant deferral / active EE | $12,076 | $8,419+43.4% | $8,065+49.7% | $6,689+80.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |