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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 | $20,515 | $172,111-88.1% | $150,298-86.4% | $137,256-85.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.21% | 69.37%-60.2pp | 62.79%-53.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $2,791 | $4,636-39.8% | $4,154-32.8% | $4,156-32.8% |
| Participant deferral / active EE | $7,455 | $6,166+20.9% | $5,453+36.7% | $6,407+16.4% |
| Admin fee / account holder | $213 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |