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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 | $177,987 | $105,856+68.1% | $90,161+97.4% | $147,586+20.6% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 5.10% | 37.63%-32.5pp | 34.89%-29.8pp | 578.59%-573.5pp |
| Employer contribution / active EE | $3,337 | $4,126-19.1% | $3,318+0.6% | $4,876-31.6% |
| Participant deferral / active EE | $6,563 | $5,733+14.5% | $5,287+24.1% | $5,439+20.7% |
| Admin fee / account holder | $7 | $8,046-99.9% | $5,943-99.9% | $10,886-99.9% |