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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 | $123,768 | $201,264-38.5% | $184,185-32.8% | $145,978-15.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.09% | 29.00%-20.9pp | 28.81%-20.7pp | 550.52%-542.4pp |
| Employer contribution / active EE | $27,813 | $7,021+296.2% | $6,426+332.8% | $4,662+496.6% |
| Participant deferral / active EE | $21,699 | $9,806+121.3% | $9,132+137.6% | $6,690+224.4% |
| Admin fee / account holder | $81 | $16,376-99.5% | $13,909-99.4% | $13,400-99.4% |