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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 | $53,459 | $172,111-68.9% | $150,298-64.4% | $137,256-61.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.51% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,946 | $4,636-58.0% | $4,154-53.2% | $4,156-53.2% |
| Participant deferral / active EE | $3,790 | $6,166-38.5% | $5,453-30.5% | $6,407-40.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |