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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 | $39,629 | $199,109-80.1% | $173,730-77.2% | $154,746-74.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 3.19% | 20.02%-16.8pp | 19.96%-16.8pp | 172.34%-169.2pp |
| Employer contribution / active EE | $12,500 | $5,311+135.4% | $4,577+173.1% | $4,379+185.4% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |