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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 | $64,551 | $172,111-62.5% | $150,298-57.1% | $137,256-53.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.18% | 69.37%-60.2pp | 62.79%-53.6pp | 220.34%-211.2pp |
| Employer contribution / active EE | $7,460 | $4,636+60.9% | $4,154+79.6% | $4,156+79.5% |
| Participant deferral / active EE | $3,548 | $6,166-42.5% | $5,453-34.9% | $6,407-44.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |