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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 | $219,756 | $85,206+157.9% | $172,745+27.2% | $72,986+201.1% |
| Participation rate | 95.8% | 70.1%+25.8pp | 82.6%+13.2pp | 69.5%+26.3pp |
| Annual return | 8.14% | 27.32%-19.2pp | 802.90%-794.8pp | 81.01%-72.9pp |
| Employer contribution / active EE | $10,747 | $3,325+223.3% | $5,144+108.9% | $2,440+340.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,197-100.0% | $3,607-100.0% |
| Admin fee / account holder | $213 | $5,883-96.4% | $13,954-98.5% | $5,124-95.8% |