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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 | $164,493 | $209,422-21.5% | $178,503-7.8% | $158,982+3.5% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 3.38% | 188.81%-185.4pp | 151.12%-147.7pp | 302.99%-299.6pp |
| Employer contribution / active EE | $6,272 | $5,707+9.9% | $5,011+25.2% | $4,763+31.7% |
| Participant deferral / active EE | $5,613 | $5,955-5.7% | $5,202+7.9% | $5,983-6.2% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |