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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 | $196,762 | $162,136+21.4% | $152,301+29.2% | $154,746+27.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 2.04% | 91.02%-89.0pp | 80.50%-78.5pp | 172.34%-170.3pp |
| Employer contribution / active EE | $45,047 | $4,890+821.2% | $4,624+874.1% | $4,379+928.7% |
| Participant deferral / active EE | $23,500 | $8,341+181.7% | $8,004+193.6% | $6,730+249.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |