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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 | $52,591 | $185,830-71.7% | $170,004-69.1% | $139,427-62.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.31% | 60.52%-55.2pp | 53.39%-48.1pp | 373.27%-368.0pp |
| Employer contribution / active EE | $13,500 | $7,591+77.8% | $6,786+98.9% | $4,752+184.1% |
| Participant deferral / active EE | $15,000 | $11,622+29.1% | $10,408+44.1% | $6,711+123.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |