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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 | $67,224 | $184,000-63.5% | $162,185-58.6% | $152,909-56.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 6.00% | 150.80%-144.8pp | 115.61%-109.6pp | 345.46%-339.5pp |
| Employer contribution / active EE | $22,700 | $6,370+256.3% | $5,613+304.4% | $4,764+376.5% |
| Participant deferral / active EE | $11,000 | $8,033+36.9% | $7,297+50.7% | $5,851+88.0% |
| Admin fee / account holder | $152 | $13,124-98.8% | $10,844-98.6% | $11,601-98.7% |