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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 | $122,164 | $183,592-33.5% | $155,574-21.5% | $145,877-16.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 3.18% | 61.37%-58.2pp | 64.87%-61.7pp | 551.28%-548.1pp |
| Employer contribution / active EE | $25,000 | $5,317+370.2% | $4,676+434.7% | $4,663+436.1% |
| Participant deferral / active EE | $25,500 | $6,466+294.4% | $5,629+353.0% | $6,691+281.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |