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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 | $39,626 | $202,342-80.4% | $172,752-77.1% | $152,897-74.1% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 1.06% | 1029.83%-1028.8pp | 802.97%-801.9pp | 345.43%-344.4pp |
| Employer contribution / active EE | $8,106 | $5,858+38.4% | $5,144+57.6% | $4,764+70.2% |
| Participant deferral / active EE | $3,000 | $5,948-49.6% | $5,198-42.3% | $5,851-48.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |