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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 | $74,821 | $172,111-56.5% | $150,298-50.2% | $137,256-45.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 6.33% | 69.37%-63.0pp | 62.79%-56.5pp | 220.34%-214.0pp |
| Employer contribution / active EE | $7,558 | $4,636+63.0% | $4,154+81.9% | $4,156+81.8% |
| Participant deferral / active EE | $6,790 | $6,166+10.1% | $5,453+24.5% | $6,407+6.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |