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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 | $110,579 | $72,071+53.4% | $68,368+61.7% | $137,256-19.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 10.30% | 353.14%-342.8pp | 292.57%-282.3pp | 220.34%-210.0pp |
| Employer contribution / active EE | $5,833 | $2,788+109.2% | $2,649+120.2% | $4,156+40.4% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |