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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 | $196,762 | $196,972-0.1% | $182,262+8.0% | $198,609-0.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 2.04% | 158.27%-156.2pp | 140.60%-138.6pp | 202.70%-200.7pp |
| Employer contribution / active EE | $45,047 | $5,364+739.9% | $5,046+792.8% | $5,055+791.1% |
| Participant deferral / active EE | $23,500 | $8,643+171.9% | $8,276+183.9% | $6,977+236.8% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |