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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 | $186,258 | $209,405-11.1% | $178,486+4.4% | $158,931+17.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.24% | 188.77%-184.5pp | 151.08%-146.8pp | 302.86%-298.6pp |
| Employer contribution / active EE | $13,426 | $5,707+135.3% | $5,011+167.9% | $4,761+182.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |