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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 | $133,317 | $175,231-23.9% | $149,696-10.9% | $139,466-4.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 3.90% | 166.77%-162.9pp | 134.46%-130.6pp | 373.66%-369.8pp |
| Employer contribution / active EE | $15,499 | $5,478+182.9% | $4,821+221.5% | $4,754+226.0% |
| Participant deferral / active EE | $10,000 | $6,521+53.3% | $5,682+76.0% | $6,712+49.0% |
| Admin fee / account holder | $232 | $16,155-98.6% | $13,212-98.2% | $11,409-98.0% |