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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 | $45,997 | $88,710-48.1% | $81,783-43.8% | $145,959-68.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.4%+11.0pp | 80.3%+3.0pp |
| Annual return | 9.40% | 1027.26%-1017.9pp | 775.05%-765.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $2,776 | $3,083-10.0% | $2,913-4.7% | $4,661-40.4% |
| Participant deferral / active EE | $7,571 | $4,645+63.0% | $4,320+75.2% | $6,689+13.2% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |