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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 | $66,092 | $154,228-57.1% | $145,433-54.6% | $137,256-51.8% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 8.03% | 74.59%-66.6pp | 66.58%-58.5pp | 220.34%-212.3pp |
| Employer contribution / active EE | $16,858 | $4,804+250.9% | $4,554+270.1% | $4,156+305.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |