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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 | $157,545 | $88,710+77.6% | $81,783+92.6% | $145,959+7.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.61% | 1027.26%-1018.6pp | 775.05%-766.4pp | 561.95%-553.3pp |
| Employer contribution / active EE | $1,637 | $3,083-46.9% | $2,913-43.8% | $4,661-64.9% |
| Participant deferral / active EE | $11,200 | $4,645+141.1% | $4,320+159.2% | $6,689+67.5% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |