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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 | $134,586 | $160,040-15.9% | $147,096-8.5% | $145,877-7.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.05% | 98.49%-94.4pp | 419.75%-415.7pp | 551.28%-547.2pp |
| Employer contribution / active EE | $35,000 | $5,289+561.7% | $4,936+609.1% | $4,663+650.6% |
| Participant deferral / active EE | $30,000 | $8,429+255.9% | $8,071+271.7% | $6,691+348.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |