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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 | $154,743 | $102,245+51.3% | $89,340+73.2% | $137,256+12.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 5.92% | 21.89%-16.0pp | 20.57%-14.7pp | 220.34%-214.4pp |
| Employer contribution / active EE | $9,286 | $2,529+267.2% | $2,231+316.2% | $4,156+123.4% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |