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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 | $135,523 | $111,535+21.5% | $105,223+28.8% | $137,256-1.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 4.94% | 237.85%-232.9pp | 180.65%-175.7pp | 220.34%-215.4pp |
| Employer contribution / active EE | $1,766 | $3,939-55.2% | $3,689-52.1% | $4,156-57.5% |
| Participant deferral / active EE | $6,933 | $5,500+26.1% | $5,072+36.7% | $6,407+8.2% |
| Admin fee / account holder | $5 | $9,721-99.9% | $8,859-99.9% | $12,270-100.0% |