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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 | $87,682 | $88,754-1.2% | $81,820+7.2% | $145,877-39.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.02% | 1031.77%-1022.7pp | 777.93%-768.9pp | 551.28%-542.3pp |
| Employer contribution / active EE | $5,266 | $3,085+70.7% | $2,915+80.7% | $4,663+12.9% |
| Participant deferral / active EE | $6,386 | $4,648+37.4% | $4,323+47.7% | $6,691-4.6% |
| Admin fee / account holder | $178 | $8,424-97.9% | $7,391-97.6% | $13,402-98.7% |