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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 | $70,270 | $102,393-31.4% | $147,041-52.2% | $80,911-13.2% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.2%+6.1pp | 67.6%+20.6pp |
| Annual return | 8.96% | 134.95%-126.0pp | 419.21%-410.2pp | 35.63%-26.7pp |
| Employer contribution / active EE | $3,401 | $3,715-8.5% | $4,935-31.1% | $2,756+23.4% |
| Participant deferral / active EE | $12,790 | $6,647+92.4% | $8,071+58.5% | $4,297+197.6% |
| Admin fee / account holder | $141 | $7,943-98.2% | $13,006-98.9% | $6,935-98.0% |