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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 | $174,029 | $104,924+65.9% | $84,623+105.7% | $152,885+13.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 9.75% | 373.82%-364.1pp | 258.77%-249.0pp | 345.39%-335.6pp |
| Employer contribution / active EE | $3,249 | $3,302-1.6% | $2,652+22.5% | $4,763-31.8% |
| Participant deferral / active EE | $25,000 | $4,689+433.2% | $3,899+541.2% | $5,851+327.3% |
| Admin fee / account holder | $120 | $6,242-98.1% | $4,913-97.6% | $11,598-99.0% |