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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 | $159,348 | $167,483-4.9% | $115,752+37.7% | $147,586+8.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 82.8%+17.2pp |
| Annual return | 3.97% | 12.11%-8.1pp | 19.41%-15.4pp | 578.59%-574.6pp |
| Employer contribution / active EE | $9,253 | $4,960+86.5% | $3,492+165.0% | $4,876+89.7% |
| Participant deferral / active EE | $0 | $7,037-100.0% | $5,204-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,069-100.0% | $6,278-100.0% | $10,886-100.0% |