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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 | $41,569 | $114,093-63.6% | $96,171-56.8% | $167,536-75.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 6.75% | 190.00%-183.3pp | 192.04%-185.3pp | 478.82%-472.1pp |
| Employer contribution / active EE | $10,948 | $3,429+219.2% | $2,799+291.2% | $4,839+126.2% |
| Participant deferral / active EE | $13,724 | $5,197+164.1% | $4,350+215.5% | $6,342+116.4% |
| Admin fee / account holder | $132 | $6,899-98.1% | $5,538-97.6% | $12,315-98.9% |