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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 | $108,902 | $111,535-2.4% | $105,223+3.5% | $137,256-20.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 11.11% | 237.85%-226.7pp | 180.65%-169.5pp | 220.34%-209.2pp |
| Employer contribution / active EE | $27,755 | $3,939+604.5% | $3,689+652.5% | $4,156+567.8% |
| Participant deferral / active EE | $17,030 | $5,500+209.6% | $5,072+235.8% | $6,407+165.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |