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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 | $90,392 | $160,040-43.5% | $147,096-38.5% | $145,877-38.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.60% | 98.49%-93.9pp | 419.75%-415.2pp | 551.28%-546.7pp |
| Employer contribution / active EE | $27,006 | $5,289+410.6% | $4,936+447.1% | $4,663+479.2% |
| Participant deferral / active EE | $16,575 | $8,429+96.6% | $8,071+105.4% | $6,691+147.7% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |