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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 | $98,098 | $110,410-11.2% | $102,437-4.2% | $145,897-32.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.88% | 24.85%-20.0pp | 24.95%-20.1pp | 552.29%-547.4pp |
| Employer contribution / active EE | $2,038 | $4,217-51.7% | $3,871-47.3% | $4,663-56.3% |
| Participant deferral / active EE | $10,700 | $5,622+90.3% | $5,060+111.5% | $6,689+60.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |