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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 | $191,470 | $209,425-8.6% | $178,499+7.3% | $158,966+20.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 2.65% | 188.80%-186.1pp | 151.10%-148.5pp | 302.95%-300.3pp |
| Employer contribution / active EE | $5,841 | $5,707+2.3% | $5,011+16.6% | $4,762+22.6% |
| Participant deferral / active EE | $6,014 | $5,955+1.0% | $5,202+15.6% | $5,983+0.5% |
| Admin fee / account holder | $21 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |