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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 | $76,106 | $124,175-38.7% | $108,405-29.8% | $167,536-54.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.86% | 1380.13%-1372.3pp | 905.55%-897.7pp | 478.82%-471.0pp |
| Employer contribution / active EE | $10,526 | $4,188+151.4% | $3,559+195.8% | $4,839+117.5% |
| Participant deferral / active EE | $11,600 | $6,908+67.9% | $6,563+76.8% | $6,342+82.9% |
| Admin fee / account holder | $135 | $9,457-98.6% | $7,297-98.1% | $12,315-98.9% |