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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 | $128,252 | $157,304-18.5% | $141,197-9.2% | $152,909-16.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.87% | 64.34%-59.5pp | 71.41%-66.5pp | 345.46%-340.6pp |
| Employer contribution / active EE | $21,765 | $5,263+313.6% | $4,736+359.5% | $4,764+356.9% |
| Participant deferral / active EE | $17,117 | $7,111+140.7% | $6,710+155.1% | $5,851+192.5% |
| Admin fee / account holder | $278 | $12,126-97.7% | $10,265-97.3% | $11,601-97.6% |