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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 | $119,489 | $100,073+19.4% | $85,126+40.4% | $145,877-18.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 1.01% | 84.11%-83.1pp | 66.63%-65.6pp | 551.28%-550.3pp |
| Employer contribution / active EE | $5,200 | $3,236+60.7% | $2,731+90.4% | $4,663+11.5% |
| Participant deferral / active EE | $5,200 | $5,294-1.8% | $4,523+15.0% | $6,691-22.3% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |