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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 | $113,185 | $185,883-39.1% | $170,043-33.4% | $139,466-18.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.36% | 60.54%-55.2pp | 53.40%-48.0pp | 373.66%-368.3pp |
| Employer contribution / active EE | $2,333 | $7,596-69.3% | $6,790-65.6% | $4,754-50.9% |
| Participant deferral / active EE | $19,988 | $11,626+71.9% | $10,410+92.0% | $6,712+197.8% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |