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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 | $101,393 | $101,618-0.2% | $93,063+9.0% | $137,256-26.1% |
| Participation rate | 73.9% | 74.9%-1.0pp | 72.1%+1.8pp | 80.0%-6.0pp |
| Annual return | -0.00% | 223.95%-223.9pp | 34.15%-34.2pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,611 | $2,707+33.4% | $2,476+45.8% | $4,156-13.1% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |