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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 | $199,822 | $92,798+115.3% | $96,707+106.6% | $137,256+45.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 8.83% | 31.24%-22.4pp | 34.78%-25.9pp | 220.34%-211.5pp |
| Employer contribution / active EE | $7,012 | $4,147+69.1% | $4,191+67.3% | $4,156+68.7% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $226 | $7,946-97.2% | $7,503-97.0% | $12,270-98.2% |