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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 | $38,428 | $183,592-79.1% | $155,574-75.3% | $145,877-73.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 7.56% | 61.37%-53.8pp | 64.87%-57.3pp | 551.28%-543.7pp |
| Employer contribution / active EE | $7,961 | $5,317+49.7% | $4,676+70.3% | $4,663+70.7% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $159 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |