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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 | $42,885 | $209,428-79.5% | $178,498-76.0% | $158,950-73.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.88% | 188.78%-187.9pp | 151.09%-150.2pp | 302.91%-302.0pp |
| Employer contribution / active EE | $14,095 | $5,707+147.0% | $5,011+181.3% | $4,762+196.0% |
| Participant deferral / active EE | $10,130 | $5,955+70.1% | $5,202+94.7% | $5,983+69.3% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |