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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 | $76,467 | $175,257-56.4% | $149,717-48.9% | $139,456-45.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.46% | 166.70%-156.2pp | 134.41%-123.9pp | 373.45%-363.0pp |
| Employer contribution / active EE | $2,030 | $5,477-62.9% | $4,820-57.9% | $4,753-57.3% |
| Participant deferral / active EE | $2,279 | $6,521-65.1% | $5,682-59.9% | $6,711-66.1% |
| Admin fee / account holder | $285 | $16,156-98.2% | $13,213-97.8% | $11,407-97.5% |