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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 | $165,760 | $183,516-9.7% | $155,534+6.6% | $145,884+13.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.37% | 61.43%-61.1pp | 64.92%-64.5pp | 551.85%-551.5pp |
| Employer contribution / active EE | $6,351 | $5,315+19.5% | $4,675+35.8% | $4,662+36.2% |
| Participant deferral / active EE | $11,500 | $6,467+77.8% | $5,630+104.3% | $6,690+71.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |