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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 | $207,859 | $209,425-0.7% | $178,499+16.4% | $158,966+30.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.79% | 188.80%-187.0pp | 151.10%-149.3pp | 302.95%-301.2pp |
| Employer contribution / active EE | $10,041 | $5,707+75.9% | $5,011+100.4% | $4,762+110.8% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $143 | $17,078-99.2% | $13,986-99.0% | $11,250-98.7% |