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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 | $159,497 | $157,304+1.4% | $141,197+13.0% | $152,909+4.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.71% | 64.34%-56.6pp | 71.41%-63.7pp | 345.46%-337.8pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,360 | $7,111-10.6% | $6,710-5.2% | $5,851+8.7% |
| Admin fee / account holder | $50 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |