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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 | $144,662 | $88,754+63.0% | $81,820+76.8% | $145,877-0.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.01% | 1031.77%-1022.8pp | 777.93%-768.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $6,754 | $3,085+118.9% | $2,915+131.7% | $4,663+44.8% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |