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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 | $109,742 | $111,830-1.9% | $93,696+17.1% | $145,884-24.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 3.62% | 204.08%-200.5pp | 133.74%-130.1pp | 551.85%-548.2pp |
| Employer contribution / active EE | $3,014 | $3,093-2.6% | $2,422+24.4% | $4,662-35.4% |
| Participant deferral / active EE | $15,074 | $4,920+206.4% | $4,417+241.3% | $6,690+125.3% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |