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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 | $98,136 | $69,230+41.8% | $64,085+53.1% | $139,427-29.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.27% | 45.89%-39.6pp | 33.69%-27.4pp | 373.27%-367.0pp |
| Employer contribution / active EE | $5,895 | $3,182+85.2% | $2,747+114.6% | $4,752+24.1% |
| Participant deferral / active EE | $0 | $4,681-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $4,246-100.0% | $3,069-100.0% | $11,404-100.0% |