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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 | $37,660 | $176,077-78.6% | $159,455-76.4% | $167,518-77.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 8.97% | 331.83%-322.9pp | 263.63%-254.7pp | 478.71%-469.7pp |
| Employer contribution / active EE | $2,566 | $5,298-51.6% | $4,830-46.9% | $4,838-47.0% |
| Participant deferral / active EE | $13,260 | $7,751+71.1% | $7,353+80.3% | $6,342+109.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |