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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 | $170,436 | $217,432-21.6% | $185,849-8.3% | $167,536+1.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.81% | 148.42%-144.6pp | 122.10%-118.3pp | 478.82%-475.0pp |
| Employer contribution / active EE | $30,990 | $5,875+427.5% | $5,169+499.6% | $4,839+540.4% |
| Participant deferral / active EE | $14,625 | $6,357+130.0% | $5,569+162.6% | $6,342+130.6% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |