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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 | $221,755 | $100,073+121.6% | $85,126+160.5% | $145,877+52.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.53% | 84.11%-76.6pp | 66.63%-59.1pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,140 | $3,236-64.8% | $2,731-58.3% | $4,663-75.6% |
| Participant deferral / active EE | $2,850 | $5,294-46.2% | $4,523-37.0% | $6,691-57.4% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |