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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 | $56,772 | $95,664-40.7% | $76,902-26.2% | $139,487-59.3% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.10% | 55.03%-47.9pp | 37.91%-30.8pp | 373.84%-366.7pp |
| Employer contribution / active EE | $11,746 | $3,147+273.3% | $2,534+363.5% | $4,755+147.0% |
| Participant deferral / active EE | $9,019 | $4,626+94.9% | $3,833+135.3% | $6,713+34.4% |
| Admin fee / account holder | $0 | $8,311-100.0% | $5,479-100.0% | $11,407-100.0% |