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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 | $215,671 | $175,259+23.1% | $149,723+44.0% | $139,487+54.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 1.71% | 166.82%-165.1pp | 134.50%-132.8pp | 373.84%-372.1pp |
| Employer contribution / active EE | $5,344 | $5,478-2.4% | $4,821+10.8% | $4,755+12.4% |
| Participant deferral / active EE | $12,000 | $6,522+84.0% | $5,682+111.2% | $6,713+78.8% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |