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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 | $67,046 | $217,432-69.2% | $185,849-63.9% | $167,536-60.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.73% | 148.42%-142.7pp | 122.10%-116.4pp | 478.82%-473.1pp |
| Employer contribution / active EE | $2,145 | $5,875-63.5% | $5,169-58.5% | $4,839-55.7% |
| Participant deferral / active EE | $6,500 | $6,357+2.2% | $5,569+16.7% | $6,342+2.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |