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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 | $113,684 | $105,145+8.1% | $94,664+20.1% | $139,466-18.5% |
| Participation rate | 92.9% | 82.4%+10.5pp | 80.8%+12.0pp | 80.3%+12.5pp |
| Annual return | 3.52% | 38.09%-34.6pp | 156.84%-153.3pp | 373.66%-370.1pp |
| Employer contribution / active EE | $7,888 | $4,107+92.1% | $3,673+114.8% | $4,754+65.9% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |