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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 | $152,350 | $111,535+36.6% | $105,223+44.8% | $137,256+11.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 7.08% | 237.85%-230.8pp | 180.65%-173.6pp | 220.34%-213.3pp |
| Employer contribution / active EE | $7,807 | $3,939+98.2% | $3,689+111.6% | $4,156+87.8% |
| Participant deferral / active EE | $4,700 | $5,500-14.5% | $5,072-7.3% | $6,407-26.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |