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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 | $33,043 | $185,905-82.2% | $170,057-80.6% | $139,487-76.3% |
| Participation rate | 95.2% | 87.8%+7.5pp | 87.0%+8.2pp | 80.3%+14.9pp |
| Annual return | 9.69% | 60.56%-50.9pp | 53.42%-43.7pp | 373.84%-364.2pp |
| Employer contribution / active EE | $3,311 | $7,597-56.4% | $6,790-51.2% | $4,755-30.4% |
| Participant deferral / active EE | $3,583 | $11,627-69.2% | $10,411-65.6% | $6,713-46.6% |
| Admin fee / account holder | $131 | $15,397-99.2% | $12,826-99.0% | $11,407-98.9% |