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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 | $136,986 | $111,535+22.8% | $105,223+30.2% | $137,256-0.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 9.97% | 237.85%-227.9pp | 180.65%-170.7pp | 220.34%-210.4pp |
| Employer contribution / active EE | $1,050 | $3,939-73.3% | $3,689-71.5% | $4,156-74.7% |
| Participant deferral / active EE | $13,050 | $5,500+137.3% | $5,072+157.3% | $6,407+103.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |