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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 | $249,785 | $100,970+147.4% | $96,576+158.6% | $137,256+82.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 5.54% | 38.16%-32.6pp | 38.47%-32.9pp | 220.34%-214.8pp |
| Employer contribution / active EE | $6,429 | $3,809+68.8% | $3,553+80.9% | $4,156+54.7% |
| Participant deferral / active EE | $14,415 | $8,286+74.0% | $7,956+81.2% | $6,407+125.0% |
| Admin fee / account holder | $43 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |