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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 | $160,028+10.9% | $147,080+20.6% | $145,884+21.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.23% | 98.60%-96.4pp | 420.17%-417.9pp | 551.85%-549.6pp |
| Employer contribution / active EE | $8,383 | $5,286+58.6% | $4,933+69.9% | $4,662+79.8% |
| Participant deferral / active EE | $4,080 | $8,422-51.6% | $8,066-49.4% | $6,690-39.0% |
| Admin fee / account holder | $285 | $15,030-98.1% | $12,989-97.8% | $13,392-97.9% |