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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 | $201,273 | $160,070+25.7% | $147,117+36.8% | $145,897+38.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.10% | 98.69%-96.6pp | 420.54%-418.4pp | 552.29%-550.2pp |
| Employer contribution / active EE | $3,380 | $5,285-36.0% | $4,932-31.5% | $4,663-27.5% |
| Participant deferral / active EE | $11,510 | $8,419+36.7% | $8,065+42.7% | $6,689+72.1% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |