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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 | $75,357 | $197,594-61.9% | $177,822-57.6% | $158,931-52.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.46% | 58.76%-55.3pp | 48.32%-44.9pp | 302.86%-299.4pp |
| Employer contribution / active EE | $11,372 | $6,697+69.8% | $5,918+92.2% | $4,761+138.8% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,982+117.3% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |