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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 | $204,998 | $209,874-2.3% | $189,537+8.2% | $167,536+22.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 3.28% | 748.61%-745.3pp | 555.34%-552.1pp | 478.82%-475.5pp |
| Employer contribution / active EE | $6,293 | $6,913-9.0% | $6,161+2.2% | $4,839+30.1% |
| Participant deferral / active EE | $14,200 | $8,934+58.9% | $8,220+72.7% | $6,342+123.9% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |