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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 | $146,650 | $175,259-16.3% | $149,723-2.1% | $139,487+5.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 8.76% | 166.82%-158.1pp | 134.50%-125.7pp | 373.84%-365.1pp |
| Employer contribution / active EE | $10,951 | $5,478+99.9% | $4,821+127.1% | $4,755+130.3% |
| Participant deferral / active EE | $5,807 | $6,522-11.0% | $5,682+2.2% | $6,713-13.5% |
| Admin fee / account holder | $61 | $16,158-99.6% | $13,215-99.5% | $11,407-99.5% |