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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 | $76,498 | $160,028-52.2% | $147,080-48.0% | $145,884-47.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.66% | 98.60%-92.9pp | 420.17%-414.5pp | 551.85%-546.2pp |
| Employer contribution / active EE | $24,485 | $5,286+363.2% | $4,933+396.3% | $4,662+425.2% |
| Participant deferral / active EE | $15,250 | $8,422+81.1% | $8,066+89.1% | $6,690+128.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |