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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 | $50,949 | $183,592-72.2% | $155,574-67.3% | $145,877-65.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.49% | 61.37%-56.9pp | 64.87%-60.4pp | 551.28%-546.8pp |
| Employer contribution / active EE | $12,691 | $5,317+138.7% | $4,676+171.4% | $4,663+172.2% |
| Participant deferral / active EE | $15,202 | $6,466+135.1% | $5,629+170.1% | $6,691+127.2% |
| Admin fee / account holder | $97 | $19,316-99.5% | $15,914-99.4% | $13,402-99.3% |