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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 | $53,691 | $160,028-66.4% | $147,080-63.5% | $145,884-63.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.24% | 98.60%-90.4pp | 420.17%-411.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,279 | $5,286-56.9% | $4,933-53.8% | $4,662-51.1% |
| Participant deferral / active EE | $10,608 | $8,422+26.0% | $8,066+31.5% | $6,690+58.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |