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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 | $117,826 | $124,425-5.3% | $112,040+5.2% | $137,256-14.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.04% | 24.72%-14.7pp | 24.52%-14.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $6,233 | $3,411+82.7% | $2,954+111.0% | $4,156+50.0% |
| Participant deferral / active EE | $22,783 | $5,718+298.4% | $5,098+346.9% | $6,407+255.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |