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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 | $61,383 | $106,247-42.2% | $96,515-36.4% | $139,466-56.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 7.26% | 38.47%-31.2pp | 35.73%-28.5pp | 373.66%-366.4pp |
| Employer contribution / active EE | $14,434 | $4,106+251.5% | $3,740+286.0% | $4,754+203.6% |
| Participant deferral / active EE | $5,454 | $5,4560% | $4,880+11.8% | $6,712-18.7% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |