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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 | $120,928 | $84,713+42.8% | $75,717+59.7% | $167,518-27.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 7.77% | 199.49%-191.7pp | 104.58%-96.8pp | 478.71%-470.9pp |
| Employer contribution / active EE | $14,600 | $3,229+352.1% | $2,743+432.3% | $4,838+201.7% |
| Participant deferral / active EE | $15,025 | $4,578+228.2% | $3,821+293.2% | $6,342+136.9% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |