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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 | $88,950 | $159,934-44.4% | $147,005-39.5% | $145,959-39.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.06% | 98.24%-89.2pp | 418.76%-409.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $11,312 | $5,287+113.9% | $4,934+129.2% | $4,661+142.7% |
| Participant deferral / active EE | $6,364 | $8,427-24.5% | $8,070-21.1% | $6,689-4.9% |
| Admin fee / account holder | $231 | $15,053-98.5% | $13,006-98.2% | $13,398-98.3% |