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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 | $141,142 | $198,457-28.9% | $170,435-17.2% | $147,586-4.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.16% | 257.30%-257.1pp | 205.94%-205.8pp | 578.59%-578.4pp |
| Employer contribution / active EE | $34,800 | $6,183+462.8% | $5,432+540.6% | $4,876+613.6% |
| Participant deferral / active EE | $18,000 | $5,629+219.8% | $4,939+264.4% | $5,439+231.0% |
| Admin fee / account holder | -$109 | $16,852-100.6% | $13,881-100.8% | $10,886-101.0% |