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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 | $81,662 | $110,410-26.0% | $102,437-20.3% | $145,897-44.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.83% | 24.85%-16.0pp | 24.95%-16.1pp | 552.29%-543.5pp |
| Employer contribution / active EE | $24,022 | $4,217+469.6% | $3,871+520.6% | $4,663+415.2% |
| Participant deferral / active EE | $11,078 | $5,622+97.1% | $5,060+118.9% | $6,689+65.6% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |