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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 | $104,383 | $198,457-47.4% | $170,435-38.8% | $147,586-29.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.98% | 257.30%-250.3pp | 205.94%-199.0pp | 578.59%-571.6pp |
| Employer contribution / active EE | $8,047 | $6,183+30.1% | $5,432+48.1% | $4,876+65.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $61 | $16,852-99.6% | $13,881-99.6% | $10,886-99.4% |