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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 | $108,605 | $201,370-46.1% | $184,256-41.1% | $145,897-25.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.08% | 29.05%-21.0pp | 28.85%-20.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $16,997 | $7,024+142.0% | $6,427+164.5% | $4,663+264.5% |
| Participant deferral / active EE | $12,381 | $9,808+26.2% | $9,133+35.6% | $6,689+85.1% |
| Admin fee / account holder | $290 | $16,364-98.2% | $13,899-97.9% | $13,390-97.8% |