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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 | $84,063 | $165,361-49.2% | $149,715-43.9% | $158,950-47.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 1.69% | 348.24%-346.5pp | 276.66%-275.0pp | 302.91%-301.2pp |
| Employer contribution / active EE | $5,989 | $5,103+17.3% | $4,645+28.9% | $4,762+25.8% |
| Participant deferral / active EE | $8,268 | $7,182+15.1% | $6,842+20.8% | $5,983+38.2% |
| Admin fee / account holder | $30 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |