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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 | $156,469 | $183,539-14.7% | $155,556+0.6% | $145,897+7.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.73% | 61.31%-55.6pp | 64.84%-59.1pp | 552.29%-546.6pp |
| Employer contribution / active EE | $6,000 | $5,315+12.9% | $4,675+28.3% | $4,663+28.7% |
| Participant deferral / active EE | $30,500 | $6,467+371.6% | $5,631+441.7% | $6,689+356.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |