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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 | $151,119 | $210,698-28.3% | $178,014-15.1% | $145,959+3.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.52% | 386.27%-385.8pp | 294.80%-294.3pp | 561.95%-561.4pp |
| Employer contribution / active EE | $6,840 | $4,567+49.8% | $3,950+73.2% | $4,661+46.8% |
| Participant deferral / active EE | $15,333 | $6,958+120.4% | $6,276+144.3% | $6,689+129.2% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |