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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 | $120,376 | $209,428-42.5% | $178,498-32.6% | $158,950-24.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.03% | 188.78%-187.8pp | 151.09%-150.1pp | 302.91%-301.9pp |
| Employer contribution / active EE | $8,074 | $5,707+41.5% | $5,011+61.1% | $4,762+69.6% |
| Participant deferral / active EE | $5,200 | $5,955-12.7% | $5,2020% | $5,983-13.1% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |