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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 | $55,688 | $209,422-73.4% | $178,503-68.8% | $158,982-65.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 5.96% | 188.81%-182.9pp | 151.12%-145.2pp | 302.99%-297.0pp |
| Employer contribution / active EE | $17,185 | $5,707+201.1% | $5,011+242.9% | $4,763+260.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |