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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 | $182,229 | $160,040+13.9% | $147,096+23.9% | $145,877+24.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.77% | 98.49%-95.7pp | 419.75%-417.0pp | 551.28%-548.5pp |
| Employer contribution / active EE | $1,080 | $5,289-79.6% | $4,936-78.1% | $4,663-76.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $51 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |