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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 | $155,195 | $211,288-26.5% | $178,540-13.1% | $145,884+6.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.56% | 30.27%-26.7pp | 27.15%-23.6pp | 551.85%-548.3pp |
| Employer contribution / active EE | $30,386 | $4,574+564.3% | $3,953+668.7% | $4,662+551.7% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |