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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 | $173,526 | $121,637+42.7% | $104,605+65.9% | $158,931+9.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 1.34% | 465.32%-464.0pp | 340.46%-339.1pp | 302.86%-301.5pp |
| Employer contribution / active EE | $24,354 | $3,163+669.9% | $2,681+808.5% | $4,761+411.5% |
| Participant deferral / active EE | $15,600 | $4,177+273.5% | $3,739+317.2% | $5,982+160.8% |
| Admin fee / account holder | $0 | $7,788-100.0% | $6,473-100.0% | $11,247-100.0% |