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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 | $119,064 | $72,071+65.2% | $68,368+74.2% | $137,256-13.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 11.98% | 353.14%-341.2pp | 292.57%-280.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $18,000 | $2,788+545.6% | $2,649+579.5% | $4,156+333.1% |
| Participant deferral / active EE | $18,000 | $4,410+308.2% | $4,123+336.6% | $6,407+181.0% |
| Admin fee / account holder | $73 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |