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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 | $59,667 | $217,432-72.6% | $185,851-67.9% | $167,553-64.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.00% | 148.43%-144.4pp | 122.11%-118.1pp | 478.89%-474.9pp |
| Employer contribution / active EE | $2,957 | $5,874-49.7% | $5,168-42.8% | $4,840-38.9% |
| Participant deferral / active EE | $10,400 | $6,357+63.6% | $5,569+86.8% | $6,343+64.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |