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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 | $39,921 | $107,368-62.8% | $92,915-57.0% | $152,909-73.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 8.96% | 145.64%-136.7pp | 109.45%-100.5pp | 345.46%-336.5pp |
| Employer contribution / active EE | $5,237 | $4,222+24.0% | $3,653+43.3% | $4,764+9.9% |
| Participant deferral / active EE | $10,896 | $4,848+124.8% | $4,238+157.1% | $5,851+86.2% |
| Admin fee / account holder | $101 | $7,082-98.6% | $5,796-98.3% | $11,601-99.1% |