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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 | $171,942 | $183,968-6.5% | $162,166+6.0% | $152,870+12.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 8.32% | 150.77%-142.4pp | 115.59%-107.3pp | 345.34%-337.0pp |
| Employer contribution / active EE | $18,162 | $6,371+185.1% | $5,614+223.5% | $4,763+281.3% |
| Participant deferral / active EE | $0 | $8,034-100.0% | $7,298-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,842-100.0% | $11,597-100.0% |