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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 | $96,579 | $90,397+6.8% | $76,002+27.1% | $145,959-33.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.17% | 621.97%-613.8pp | 360.07%-351.9pp | 561.95%-553.8pp |
| Employer contribution / active EE | $7,000 | $3,317+111.0% | $2,688+160.4% | $4,661+50.2% |
| Participant deferral / active EE | $8,917 | $5,163+72.7% | $4,257+109.5% | $6,689+33.3% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |