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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 | $0 | $202,460-100.0% | $169,385-100.0% | $139,456-100.0% |
| Participation rate | 0.0% | 81.1%-81.1pp | 77.2%-77.2pp | 80.3%-80.3pp |
| Annual return | 7.63% | 532.07%-524.4pp | 405.82%-398.2pp | 373.45%-365.8pp |
| Employer contribution / active EE | $7,000 | $4,691+49.2% | $4,012+74.5% | $4,753+47.3% |
| Participant deferral / active EE | $2,800 | $6,938-59.6% | $6,221-55.0% | $6,711-58.3% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |