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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 | $27,537 | $157,270-82.5% | $141,173-80.5% | $152,870-82.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 12.82% | 64.33%-51.5pp | 71.40%-58.6pp | 345.34%-332.5pp |
| Employer contribution / active EE | $9,822 | $5,261+86.7% | $4,735+107.4% | $4,763+106.2% |
| Participant deferral / active EE | $11,000 | $7,110+54.7% | $6,710+63.9% | $5,850+88.0% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |