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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 | $29,459 | $155,555-81.1% | $146,866-79.9% | $155,188-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 8.75% | 115.41%-106.7pp | 102.85%-94.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $4,790 | $4,647+3.1% | $4,425+8.2% | $4,248+12.8% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $192 | $14,755-98.7% | $13,620-98.6% | $14,480-98.7% |