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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 | $169,420 | $183,516-7.7% | $155,534+8.9% | $145,884+16.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.02% | 61.43%-56.4pp | 64.92%-59.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $26,212 | $5,315+393.2% | $4,675+460.7% | $4,662+462.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |