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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 | $219,422 | $184,000+19.3% | $162,185+35.3% | $152,909+43.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 8.77% | 150.80%-142.0pp | 115.61%-106.8pp | 345.46%-336.7pp |
| Employer contribution / active EE | $18,930 | $6,370+197.2% | $5,613+237.2% | $4,764+297.4% |
| Participant deferral / active EE | $13,659 | $8,033+70.0% | $7,297+87.2% | $5,851+133.4% |
| Admin fee / account holder | $8 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |