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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 | $35,199 | $202,326-82.6% | $172,745-79.6% | $152,870-77.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.26% | 1029.72%-1017.5pp | 802.90%-790.6pp | 345.34%-333.1pp |
| Employer contribution / active EE | $7,700 | $5,858+31.4% | $5,144+49.7% | $4,763+61.7% |
| Participant deferral / active EE | $12,825 | $5,948+115.6% | $5,197+146.8% | $5,850+119.2% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |