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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 | $159,934+23.4% | $147,005+34.2% | $145,959+35.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.41% | 98.24%-91.8pp | 418.76%-412.4pp | 561.95%-555.5pp |
| Employer contribution / active EE | $25,077 | $5,287+374.3% | $4,934+408.2% | $4,661+438.0% |
| Participant deferral / active EE | $18,414 | $8,427+118.5% | $8,070+128.2% | $6,689+175.3% |
| Admin fee / account holder | $133 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |