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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 | $243,933 | $114,119+113.8% | $107,187+127.6% | $138,895+75.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 3.95% | 273.21%-269.3pp | 204.55%-200.6pp | 145.39%-141.4pp |
| Employer contribution / active EE | $5,241 | $4,059+29.1% | $3,782+38.6% | $4,194+24.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |