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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 | $99,460 | $176,077-43.5% | $159,455-37.6% | $167,518-40.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.14% | 331.83%-324.7pp | 263.63%-256.5pp | 478.71%-471.6pp |
| Employer contribution / active EE | $17,538 | $5,298+231.0% | $4,830+263.1% | $4,838+262.5% |
| Participant deferral / active EE | $16,735 | $7,751+115.9% | $7,353+127.6% | $6,342+163.9% |
| Admin fee / account holder | $241 | $12,556-98.1% | $10,800-97.8% | $12,312-98.0% |