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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 | $161,656 | $183,988-12.1% | $162,177-0.3% | $152,897+5.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 12.17% | 150.79%-138.6pp | 115.60%-103.4pp | 345.43%-333.3pp |
| Employer contribution / active EE | $3,829 | $6,370-39.9% | $5,613-31.8% | $4,764-19.6% |
| Participant deferral / active EE | $18,795 | $8,032+134.0% | $7,297+157.6% | $5,851+221.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |