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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 | $238,439 | $175,259+36.0% | $149,723+59.3% | $139,487+70.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 6.41% | 166.82%-160.4pp | 134.50%-128.1pp | 373.84%-367.4pp |
| Employer contribution / active EE | $11,648 | $5,478+112.6% | $4,821+141.6% | $4,755+145.0% |
| Participant deferral / active EE | $18,750 | $6,522+187.5% | $5,682+230.0% | $6,713+179.3% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |