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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 | $153,537 | $198,461-22.6% | $170,436-9.9% | $147,585+4.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 1.77% | 257.30%-255.5pp | 205.94%-204.2pp | 578.57%-576.8pp |
| Employer contribution / active EE | $36,201 | $6,184+485.4% | $5,433+566.4% | $4,876+642.4% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |