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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 | $57,243 | $108,922-47.4% | $100,398-43.0% | $145,978-60.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.49% | 58.04%-48.5pp | 49.32%-39.8pp | 550.52%-541.0pp |
| Employer contribution / active EE | $9,550 | $4,426+115.8% | $3,946+142.0% | $4,662+104.9% |
| Participant deferral / active EE | $7,761 | $8,450-8.2% | $8,084-4.0% | $6,690+16.0% |
| Admin fee / account holder | $232 | $9,680-97.6% | $7,893-97.1% | $13,400-98.3% |