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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 | $177,397 | $160,070+10.8% | $147,117+20.6% | $145,897+21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.23% | 98.69%-96.5pp | 420.54%-418.3pp | 552.29%-550.1pp |
| Employer contribution / active EE | $8,383 | $5,285+58.6% | $4,932+70.0% | $4,663+79.8% |
| Participant deferral / active EE | $4,080 | $8,419-51.5% | $8,065-49.4% | $6,689-39.0% |
| Admin fee / account holder | $285 | $15,035-98.1% | $12,993-97.8% | $13,390-97.9% |