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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 | $29,209 | $178,174-83.6% | $156,181-81.3% | $137,256-78.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.95% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,400 | $4,972-51.7% | $4,294-44.1% | $4,156-42.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $230 | $17,404-98.7% | $14,586-98.4% | $12,270-98.1% |