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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 | $37,935 | $171,867-77.9% | $149,721-74.7% | $147,586-74.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 8.97% | 2113.36%-2104.4pp | 1501.67%-1492.7pp | 578.59%-569.6pp |
| Employer contribution / active EE | $3,038 | $6,275-51.6% | $5,444-44.2% | $4,876-37.7% |
| Participant deferral / active EE | $5,940 | $7,270-18.3% | $6,568-9.6% | $5,439+9.2% |
| Admin fee / account holder | $17 | $13,799-99.9% | $11,282-99.9% | $10,886-99.8% |