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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 | $179,315 | $110,337+62.5% | $102,383+75.1% | $145,877+22.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.24% | 24.83%-20.6pp | 24.94%-20.7pp | 551.28%-547.0pp |
| Employer contribution / active EE | $30,650 | $4,216+627.0% | $3,870+691.9% | $4,663+557.3% |
| Participant deferral / active EE | $30,500 | $5,621+442.6% | $5,060+502.8% | $6,691+355.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |