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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 | $35,650 | $157,304-77.3% | $141,197-74.8% | $152,909-76.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.14% | 64.34%-50.2pp | 71.41%-57.3pp | 345.46%-331.3pp |
| Employer contribution / active EE | $3,961 | $5,263-24.7% | $4,736-16.4% | $4,764-16.9% |
| Participant deferral / active EE | $12,500 | $7,111+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |