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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 | $159,978-66.4% | $147,041-63.5% | $145,978-63.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.24% | 98.36%-90.1pp | 419.21%-411.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $2,279 | $5,288-56.9% | $4,935-53.8% | $4,662-51.1% |
| Participant deferral / active EE | $10,608 | $8,429+25.9% | $8,071+31.4% | $6,690+58.6% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |