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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 | $241,923 | $77,419+212.5% | $69,461+248.3% | $152,885+58.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.35% | 39.07%-34.7pp | 28.97%-24.6pp | 345.39%-341.0pp |
| Employer contribution / active EE | $595 | $3,315-82.1% | $2,779-78.6% | $4,763-87.5% |
| Participant deferral / active EE | $11,050 | $4,414+150.4% | $3,536+212.5% | $5,851+88.9% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |