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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 | $86,790 | $129,737-33.1% | $119,126-27.1% | $154,746-43.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.94% | 379.08%-372.1pp | 282.11%-275.2pp | 172.34%-165.4pp |
| Employer contribution / active EE | $23,285 | $4,375+432.2% | $4,034+477.3% | $4,379+431.7% |
| Participant deferral / active EE | $11,986 | $5,842+105.2% | $5,318+125.4% | $6,730+78.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |