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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 | $34,523 | $202,345-82.9% | $172,755-80.0% | $152,885-77.4% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 10.52% | 1029.77%-1019.3pp | 802.94%-792.4pp | 345.39%-334.9pp |
| Employer contribution / active EE | $3,573 | $5,858-39.0% | $5,144-30.5% | $4,763-25.0% |
| Participant deferral / active EE | $4,826 | $5,948-18.9% | $5,198-7.1% | $5,851-17.5% |
| Admin fee / account holder | $181 | $17,111-98.9% | $13,955-98.7% | $11,598-98.4% |