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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 | $164,088 | $103,038+59.3% | $90,324+81.7% | $152,909+7.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 7.89% | 95.25%-87.4pp | 78.15%-70.3pp | 345.46%-337.6pp |
| Employer contribution / active EE | $5,956 | $3,141+89.6% | $2,856+108.6% | $4,764+25.0% |
| Participant deferral / active EE | $7,057 | $4,282+64.8% | $3,885+81.6% | $5,851+20.6% |
| Admin fee / account holder | $60 | $6,177-99.0% | $5,356-98.9% | $11,601-99.5% |