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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 | $229,457 | $202,342+13.4% | $172,753+32.8% | $152,909+50.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.18% | 1029.88%-1024.7pp | 803.00%-797.8pp | 345.46%-340.3pp |
| Employer contribution / active EE | $13,318 | $5,857+127.4% | $5,144+158.9% | $4,764+179.6% |
| Participant deferral / active EE | $7,800 | $5,948+31.1% | $5,198+50.1% | $5,851+33.3% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |