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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 | $188,210 | $160,070+17.6% | $147,117+27.9% | $145,897+29.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.24% | 98.69%-89.4pp | 420.54%-411.3pp | 552.29%-543.0pp |
| Employer contribution / active EE | $14,575 | $5,285+175.8% | $4,932+195.5% | $4,663+212.6% |
| Participant deferral / active EE | $18,500 | $8,419+119.7% | $8,065+129.4% | $6,689+176.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |