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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 | $178,105 | $117,859+51.1% | $102,438+73.9% | $145,959+22.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 4.68% | 31.72%-27.0pp | 29.37%-24.7pp | 561.95%-557.3pp |
| Employer contribution / active EE | $15,990 | $3,615+342.3% | $3,024+428.8% | $4,661+243.1% |
| Participant deferral / active EE | $26,750 | $5,732+366.7% | $5,054+429.3% | $6,689+299.9% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |