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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 | $60,688 | $148,623-59.2% | $135,974-55.4% | $139,466-56.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7.60% | 79.30%-71.7pp | 68.30%-60.7pp | 373.66%-366.1pp |
| Employer contribution / active EE | $2,875 | $5,246-45.2% | $4,859-40.8% | $4,754-39.5% |
| Participant deferral / active EE | $3,360 | $8,103-58.5% | $7,760-56.7% | $6,712-49.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |