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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 | $138,083 | $175,259-21.2% | $149,723-7.8% | $139,487-1.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.59% | 166.82%-161.2pp | 134.50%-128.9pp | 373.84%-368.3pp |
| Employer contribution / active EE | $12,046 | $5,478+119.9% | $4,821+149.9% | $4,755+153.4% |
| Participant deferral / active EE | $7,400 | $6,522+13.5% | $5,682+30.2% | $6,713+10.2% |
| Admin fee / account holder | $27 | $16,158-99.8% | $13,215-99.8% | $11,407-99.8% |