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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 | $150,761 | $160,040-5.8% | $147,096+2.5% | $145,877+3.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.48% | 98.49%-93.0pp | 419.75%-414.3pp | 551.28%-545.8pp |
| Employer contribution / active EE | $15,506 | $5,289+193.2% | $4,936+214.1% | $4,663+232.5% |
| Participant deferral / active EE | $14,483 | $8,429+71.8% | $8,071+79.4% | $6,691+116.5% |
| Admin fee / account holder | $87 | $15,050-99.4% | $13,005-99.3% | $13,402-99.3% |