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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 | $57,646 | $72,071-20.0% | $68,368-15.7% | $137,256-58.0% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.0%+15.5pp |
| Annual return | 10.93% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,090 | $2,788-60.9% | $2,649-58.8% | $4,156-73.8% |
| Participant deferral / active EE | $4,772 | $4,410+8.2% | $4,123+15.7% | $6,407-25.5% |
| Admin fee / account holder | $86 | $5,336-98.4% | $5,150-98.3% | $12,270-99.3% |