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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 | $111,363 | $77,816+43.1% | $123,552-9.9% | $64,173+73.5% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.9pp |
| Annual return | -8.25% | 12.49%-20.7pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $10,281 | $3,014+241.1% | $4,628+122.1% | $2,381+331.8% |
| Participant deferral / active EE | $10,614 | $5,240+102.6% | $6,426+65.2% | $3,470+205.9% |
| Admin fee / account holder | $157 | $5,519-97.2% | $9,285-98.3% | $4,887-96.8% |