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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 | $78,576 | $157,296-50.0% | $141,191-44.3% | $152,897-48.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 8.44% | 64.34%-55.9pp | 71.41%-63.0pp | 345.43%-337.0pp |
| Employer contribution / active EE | $2,342 | $5,262-55.5% | $4,736-50.5% | $4,764-50.8% |
| Participant deferral / active EE | $9,465 | $7,111+33.1% | $6,710+41.1% | $5,851+61.8% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |