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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 | $142,240 | $174,379-18.4% | $152,093-6.5% | $138,895+2.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.87% | 74.86%-70.0pp | 66.36%-61.5pp | 145.39%-140.5pp |
| Employer contribution / active EE | $19,663 | $4,652+322.7% | $4,175+371.0% | $4,194+368.8% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $66 | $16,880-99.6% | $14,497-99.5% | $12,562-99.5% |