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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 | $136,124 | $217,432-37.4% | $185,851-26.8% | $167,553-18.8% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 8.47% | 148.43%-140.0pp | 122.11%-113.6pp | 478.89%-470.4pp |
| Employer contribution / active EE | $2,616 | $5,874-55.5% | $5,168-49.4% | $4,840-45.9% |
| Participant deferral / active EE | $5,763 | $6,357-9.4% | $5,569+3.5% | $6,343-9.1% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |