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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 | $34,928 | $159,934-78.2% | $147,005-76.2% | $145,959-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.20% | 98.24%-91.0pp | 418.76%-411.6pp | 561.95%-554.7pp |
| Employer contribution / active EE | $12,681 | $5,287+139.8% | $4,934+157.0% | $4,661+172.1% |
| Participant deferral / active EE | $7,625 | $8,427-9.5% | $8,070-5.5% | $6,689+14.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |