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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 | $74,139 | $176,120-57.9% | $159,487-53.5% | $167,553-55.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 5.31% | 331.95%-326.6pp | 263.71%-258.4pp | 478.89%-473.6pp |
| Employer contribution / active EE | $1,931 | $5,299-63.6% | $4,831-60.0% | $4,840-60.1% |
| Participant deferral / active EE | $13,000 | $7,752+67.7% | $7,354+76.8% | $6,343+105.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |