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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 | $70,573 | $201,344-64.9% | $184,243-61.7% | $145,877-51.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.09% | 29.01%-19.9pp | 28.82%-19.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $15,281 | $7,022+117.6% | $6,427+137.8% | $4,663+227.7% |
| Participant deferral / active EE | $15,793 | $9,807+61.0% | $9,132+72.9% | $6,691+136.0% |
| Admin fee / account holder | $213 | $16,382-98.7% | $13,914-98.5% | $13,402-98.4% |