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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 | $31,865 | $217,432-85.3% | $185,851-82.9% | $167,553-81.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.36% | 148.43%-140.1pp | 122.11%-113.7pp | 478.89%-470.5pp |
| Employer contribution / active EE | $7,755 | $5,874+32.0% | $5,168+50.0% | $4,840+60.2% |
| Participant deferral / active EE | $2,333 | $6,357-63.3% | $5,569-58.1% | $6,343-63.2% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |