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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 | $118,963 | $198,457-40.1% | $170,435-30.2% | $147,586-19.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.08% | 257.30%-257.2pp | 205.94%-205.9pp | 578.59%-578.5pp |
| Employer contribution / active EE | $6,570 | $6,183+6.3% | $5,432+20.9% | $4,876+34.7% |
| Participant deferral / active EE | $21,000 | $5,629+273.0% | $4,939+325.1% | $5,439+286.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |