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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 | $167,990 | $165,381+1.6% | $149,730+12.2% | $158,966+5.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.41% | 348.29%-349.7pp | 276.70%-278.1pp | 302.95%-304.4pp |
| Employer contribution / active EE | $28,452 | $5,104+457.4% | $4,645+512.5% | $4,762+497.4% |
| Participant deferral / active EE | $15,617 | $7,182+117.4% | $6,843+128.2% | $5,983+161.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |