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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 | $50,226 | $159,934-68.6% | $147,005-65.8% | $145,959-65.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.27% | 98.24%-91.0pp | 418.76%-411.5pp | 561.95%-554.7pp |
| Employer contribution / active EE | $3,926 | $5,287-25.7% | $4,934-20.4% | $4,661-15.8% |
| Participant deferral / active EE | $14,000 | $8,427+66.1% | $8,070+73.5% | $6,689+109.3% |
| Admin fee / account holder | $289 | $15,053-98.1% | $13,006-97.8% | $13,398-97.8% |