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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 | $137,969 | $171,865-19.7% | $149,718-7.8% | $147,585-6.5% |
| Participation rate | 87.0% | 88.2%-1.2pp | 87.1%-0.1pp | 82.8%+4.1pp |
| Annual return | 7.92% | 2113.29%-2105.4pp | 1501.67%-1493.7pp | 578.56%-570.6pp |
| Employer contribution / active EE | $26,253 | $6,275+318.4% | $5,445+382.2% | $4,876+438.4% |
| Participant deferral / active EE | $10,203 | $7,270+40.3% | $6,569+55.3% | $5,439+87.6% |
| Admin fee / account holder | $2 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |