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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 | $204,268 | $166,131+23.0% | $164,975+23.8% | $145,877+40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 5.91% | 100.37%-94.5pp | 70.12%-64.2pp | 551.28%-545.4pp |
| Employer contribution / active EE | $4,230 | $5,276-19.8% | $4,343-2.6% | $4,663-9.3% |
| Participant deferral / active EE | $26,333 | $6,962+278.2% | $6,033+336.5% | $6,691+293.6% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |