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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 | $60,990 | $159,934-61.9% | $147,005-58.5% | $145,959-58.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 8.57% | 98.24%-89.7pp | 418.76%-410.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $4,172 | $5,287-21.1% | $4,934-15.5% | $4,661-10.5% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $240 | $15,053-98.4% | $13,006-98.2% | $13,398-98.2% |