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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 | $169,513 | $172,111-1.5% | $150,298+12.8% | $137,256+23.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.95% | 69.37%-65.4pp | 62.79%-58.8pp | 220.34%-216.4pp |
| Employer contribution / active EE | $4,092 | $4,636-11.7% | $4,154-1.5% | $4,156-1.5% |
| Participant deferral / active EE | $10,333 | $6,166+67.6% | $5,453+89.5% | $6,407+61.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |