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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 | $179,563 | $165,361+8.6% | $149,715+19.9% | $158,950+13.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.84% | 348.24%-347.4pp | 276.66%-275.8pp | 302.91%-302.1pp |
| Employer contribution / active EE | $2,650 | $5,103-48.1% | $4,645-42.9% | $4,762-44.3% |
| Participant deferral / active EE | $7,524 | $7,182+4.8% | $6,842+10.0% | $5,983+25.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |