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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 | $74,092 | $165,381-55.2% | $149,730-50.5% | $158,966-53.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.07% | 348.29%-341.2pp | 276.70%-269.6pp | 302.95%-295.9pp |
| Employer contribution / active EE | $7,723 | $5,104+51.3% | $4,645+66.3% | $4,762+62.2% |
| Participant deferral / active EE | $9,728 | $7,182+35.4% | $6,843+42.2% | $5,983+62.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |