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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 | $150,409 | $176,120-14.6% | $159,487-5.7% | $167,553-10.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.64% | 331.95%-325.3pp | 263.71%-257.1pp | 478.89%-472.3pp |
| Employer contribution / active EE | $5,362 | $5,299+1.2% | $4,831+11.0% | $4,840+10.8% |
| Participant deferral / active EE | $18,562 | $7,752+139.5% | $7,354+152.4% | $6,343+192.7% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |