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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 | $127,624 | $183,592-30.5% | $155,567-18.0% | $145,959-12.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.07% | 61.24%-53.2pp | 64.74%-56.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $1,674 | $5,315-68.5% | $4,674-64.2% | $4,661-64.1% |
| Participant deferral / active EE | $5,792 | $6,464-10.4% | $5,628+2.9% | $6,689-13.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |