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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 | $143,844 | $198,457-27.5% | $170,435-15.6% | $147,586-2.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 4.77% | 257.30%-252.5pp | 205.94%-201.2pp | 578.59%-573.8pp |
| Employer contribution / active EE | $6,516 | $6,183+5.4% | $5,432+20.0% | $4,876+33.6% |
| Participant deferral / active EE | $6,176 | $5,629+9.7% | $4,939+25.0% | $5,439+13.6% |
| Admin fee / account holder | $7 | $16,852-100.0% | $13,881-100.0% | $10,886-99.9% |