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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 | $34,349 | $202,342-83.0% | $172,753-80.1% | $152,909-77.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 10.19% | 1029.88%-1019.7pp | 803.00%-792.8pp | 345.46%-335.3pp |
| Employer contribution / active EE | $6,001 | $5,857+2.4% | $5,144+16.7% | $4,764+26.0% |
| Participant deferral / active EE | $6,269 | $5,948+5.4% | $5,198+20.6% | $5,851+7.1% |
| Admin fee / account holder | $195 | $17,112-98.9% | $13,956-98.6% | $11,601-98.3% |