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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 | $123,709 | $175,231-29.4% | $149,696-17.4% | $139,466-11.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.85% | 166.77%-161.9pp | 134.46%-129.6pp | 373.66%-368.8pp |
| Employer contribution / active EE | $14,642 | $5,478+167.3% | $4,821+203.7% | $4,754+208.0% |
| Participant deferral / active EE | $18,517 | $6,521+183.9% | $5,682+225.9% | $6,712+175.9% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |