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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 | $81,617 | $88,710-8.0% | $81,783-0.2% | $145,959-44.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 2.86% | 1027.26%-1024.4pp | 775.05%-772.2pp | 561.95%-559.1pp |
| Employer contribution / active EE | $18,298 | $3,083+493.5% | $2,913+528.2% | $4,661+292.6% |
| Participant deferral / active EE | $11,500 | $4,645+147.6% | $4,320+166.2% | $6,689+71.9% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |