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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 | $107,442 | $157,276-31.7% | $141,177-23.9% | $152,885-29.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.83% | 64.33%-56.5pp | 71.40%-63.6pp | 345.39%-337.6pp |
| Employer contribution / active EE | $1,903 | $5,262-63.8% | $4,736-59.8% | $4,763-60.1% |
| Participant deferral / active EE | $5,911 | $7,110-16.9% | $6,710-11.9% | $5,851+1.0% |
| Admin fee / account holder | $164 | $12,123-98.6% | $10,263-98.4% | $11,598-98.6% |