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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 | $108,031 | $69,708+55.0% | $67,560+59.9% | $74,478+45.1% |
| Participation rate | 90.6% | 71.4%+19.2pp | 72.9%+17.7pp | 67.2%+23.4pp |
| Annual return | 10.92% | -40.67%+51.6pp | 3533.50%-3522.6pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $1,820 | $2,715-33.0% | $2,737-33.5% | $2,626-30.7% |
| Participant deferral / active EE | $2,808 | $3,637-22.8% | $4,004-29.9% | $4,350-35.5% |
| Admin fee / account holder | $24 | $887-97.3% | $3,994-99.4% | $1,946-98.8% |