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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 | $26,203 | $88,710-70.5% | $81,783-68.0% | $145,959-82.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.10% | 1027.26%-1018.2pp | 775.05%-765.9pp | 561.95%-552.8pp |
| Employer contribution / active EE | $3,056 | $3,083-0.9% | $2,913+4.9% | $4,661-34.4% |
| Participant deferral / active EE | $4,841 | $4,645+4.2% | $4,320+12.1% | $6,689-27.6% |
| Admin fee / account holder | $165 | $8,407-98.0% | $7,380-97.8% | $13,398-98.8% |