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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 | $113,369 | $213,785-47.0% | $185,441-38.9% | $155,188-26.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 6.14% | 19.97%-13.8pp | 20.16%-14.0pp | 148.84%-142.7pp |
| Employer contribution / active EE | $8,248 | $5,393+52.9% | $4,672+76.5% | $4,248+94.2% |
| Participant deferral / active EE | $7,559 | $6,864+10.1% | $6,152+22.9% | $6,531+15.7% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |