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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 | $167,532 | $65,712+154.9% | $57,196+192.9% | $273,972-38.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.34% | 22.01%-21.7pp | 14.59%-14.3pp | 41.46%-41.1pp |
| Employer contribution / active EE | $918 | $3,280-72.0% | $2,683-65.8% | $4,869-81.2% |
| Participant deferral / active EE | $11,050 | $3,782+192.2% | $3,096+256.9% | $5,287+109.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |