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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 | $142,334 | $175,259-18.8% | $149,723-4.9% | $139,487+2.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.71% | 166.82%-159.1pp | 134.50%-126.8pp | 373.84%-366.1pp |
| Employer contribution / active EE | $11,114 | $5,478+102.9% | $4,821+130.5% | $4,755+133.7% |
| Participant deferral / active EE | $15,791 | $6,522+142.1% | $5,682+177.9% | $6,713+135.2% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |