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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 | $234,412 | $201,372+16.4% | $184,260+27.2% | $145,884+60.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 0.00% | 29.04%-29.0pp | 28.84%-28.8pp | 551.85%-551.8pp |
| Employer contribution / active EE | $10,259 | $7,024+46.1% | $6,427+59.6% | $4,662+120.0% |
| Participant deferral / active EE | $5,630 | $9,808-42.6% | $9,133-38.4% | $6,690-15.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |