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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 | $159,934+10.9% | $147,005+20.7% | $145,959+21.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.23% | 98.24%-96.0pp | 418.76%-416.5pp | 561.95%-559.7pp |
| Employer contribution / active EE | $8,383 | $5,287+58.5% | $4,934+69.9% | $4,661+79.9% |
| Participant deferral / active EE | $4,080 | $8,427-51.6% | $8,070-49.4% | $6,689-39.0% |
| Admin fee / account holder | $285 | $15,053-98.1% | $13,006-97.8% | $13,398-97.9% |