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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 | $179,127 | $176,120+1.7% | $159,487+12.3% | $167,553+6.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.04% | 331.95%-327.9pp | 263.71%-259.7pp | 478.89%-474.9pp |
| Employer contribution / active EE | $8,150 | $5,299+53.8% | $4,831+68.7% | $4,840+68.4% |
| Participant deferral / active EE | $16,694 | $7,752+115.4% | $7,354+127.0% | $6,343+163.2% |
| Admin fee / account holder | $18 | $12,561-99.9% | $10,804-99.8% | $12,316-99.9% |