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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 | $198,320 | $110,093+80.1% | $97,295+103.8% | $145,897+35.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.31% | 244.76%-237.5pp | 75.62%-68.3pp | 552.29%-545.0pp |
| Employer contribution / active EE | $25,591 | $3,077+731.6% | $2,723+839.9% | $4,663+448.9% |
| Participant deferral / active EE | $27,861 | $4,678+495.6% | $4,264+553.5% | $6,689+316.5% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |