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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 | $111,518 | $117,829-5.4% | $102,423+8.9% | $145,877-23.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.42% | 31.83%-23.4pp | 29.42%-21.0pp | 551.28%-542.9pp |
| Employer contribution / active EE | $3,056 | $3,615-15.4% | $3,023+1.1% | $4,663-34.5% |
| Participant deferral / active EE | $7,210 | $5,732+25.8% | $5,054+42.7% | $6,691+7.8% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |