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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 | $99,353 | $124,425-20.2% | $112,040-11.3% | $137,256-27.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 6.17% | 24.72%-18.6pp | 24.52%-18.4pp | 220.34%-214.2pp |
| Employer contribution / active EE | $10,290 | $3,411+201.6% | $2,954+248.4% | $4,156+147.6% |
| Participant deferral / active EE | $5,167 | $5,718-9.6% | $5,098+1.4% | $6,407-19.4% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |