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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 | $222,996 | $125,778+77.3% | $114,563+94.6% | $154,746+44.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 4.65% | 295.14%-290.5pp | 241.09%-236.4pp | 172.34%-167.7pp |
| Employer contribution / active EE | $22,749 | $2,806+710.8% | $2,592+777.6% | $4,379+419.5% |
| Participant deferral / active EE | $20,276 | $4,445+356.2% | $4,142+389.5% | $6,730+201.3% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |