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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 | $27,299 | $148,558-81.6% | $135,925-79.9% | $139,427-80.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 10.57% | 79.22%-68.7pp | 68.25%-57.7pp | 373.27%-362.7pp |
| Employer contribution / active EE | $9,598 | $5,244+83.0% | $4,857+97.6% | $4,752+102.0% |
| Participant deferral / active EE | $3,750 | $8,101-53.7% | $7,759-51.7% | $6,711-44.1% |
| Admin fee / account holder | $132 | $12,401-98.9% | $10,764-98.8% | $11,404-98.8% |