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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 | $172,093 | $202,342-14.9% | $172,753-0.4% | $152,909+12.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 8.60% | 1029.88%-1021.3pp | 803.00%-794.4pp | 345.46%-336.9pp |
| Employer contribution / active EE | $5,873 | $5,857+0.3% | $5,144+14.2% | $4,764+23.3% |
| Participant deferral / active EE | $6,116 | $5,948+2.8% | $5,198+17.7% | $5,851+4.5% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |