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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 | $95,902 | $160,070-40.1% | $147,117-34.8% | $145,897-34.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.14% | 98.69%-90.5pp | 420.54%-412.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $3,630 | $5,285-31.3% | $4,932-26.4% | $4,663-22.1% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |