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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 | $197,305 | $160,040+23.3% | $147,096+34.1% | $145,877+35.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.41% | 98.49%-92.1pp | 419.75%-413.3pp | 551.28%-544.9pp |
| Employer contribution / active EE | $25,077 | $5,289+374.1% | $4,936+408.1% | $4,663+437.8% |
| Participant deferral / active EE | $18,414 | $8,429+118.5% | $8,071+128.1% | $6,691+175.2% |
| Admin fee / account holder | $133 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |