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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 | $124,913 | $160,028-21.9% | $147,080-15.1% | $145,884-14.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 1.54% | 98.60%-97.1pp | 420.17%-418.6pp | 551.85%-550.3pp |
| Employer contribution / active EE | $4,350 | $5,286-17.7% | $4,933-11.8% | $4,662-6.7% |
| Participant deferral / active EE | $9,100 | $8,422+8.1% | $8,066+12.8% | $6,690+36.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |