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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 | $79,030 | $178,174-55.6% | $156,181-49.4% | $137,256-42.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 8.36% | 84.19%-75.8pp | 64.87%-56.5pp | 220.34%-212.0pp |
| Employer contribution / active EE | $2,225 | $4,972-55.2% | $4,294-48.2% | $4,156-46.5% |
| Participant deferral / active EE | $3,199 | $6,888-53.6% | $6,132-47.8% | $6,407-50.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |