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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 | $176,077+1.7% | $159,455+12.3% | $167,518+6.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 4.04% | 331.83%-327.8pp | 263.63%-259.6pp | 478.71%-474.7pp |
| Employer contribution / active EE | $8,150 | $5,298+53.8% | $4,830+68.7% | $4,838+68.4% |
| Participant deferral / active EE | $16,694 | $7,751+115.4% | $7,353+127.0% | $6,342+163.2% |
| Admin fee / account holder | $18 | $12,556-99.9% | $10,800-99.8% | $12,312-99.9% |