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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 | $189,488 | $183,539+3.2% | $155,556+21.8% | $145,897+29.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.73% | 61.31%-60.6pp | 64.84%-64.1pp | 552.29%-551.6pp |
| Employer contribution / active EE | $2,592 | $5,315-51.2% | $4,675-44.6% | $4,663-44.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |