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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 | $44,639 | $115,814-61.5% | $101,275-55.9% | $158,982-71.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.40% | 56.16%-48.8pp | 46.48%-39.1pp | 302.99%-295.6pp |
| Employer contribution / active EE | $15,360 | $4,176+267.8% | $3,660+319.7% | $4,763+222.5% |
| Participant deferral / active EE | $8,667 | $4,958+74.8% | $4,371+98.3% | $5,983+44.8% |
| Admin fee / account holder | $5 | $7,249-99.9% | $5,948-99.9% | $11,252-100.0% |