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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 | $247,679 | $160,070+54.7% | $147,117+68.4% | $145,897+69.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.70% | 98.69%-94.0pp | 420.54%-415.8pp | 552.29%-547.6pp |
| Employer contribution / active EE | $32,647 | $5,285+517.8% | $4,932+561.9% | $4,663+600.2% |
| Participant deferral / active EE | $27,158 | $8,419+222.6% | $8,065+236.8% | $6,689+306.0% |
| Admin fee / account holder | $60 | $15,035-99.6% | $12,993-99.5% | $13,390-99.6% |