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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 | $35,376 | $210,510-83.2% | $153,500-77.0% | $145,877-75.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.22% | 13.45%-6.2pp | 15.70%-8.5pp | 551.28%-544.1pp |
| Employer contribution / active EE | $15,679 | $6,052+159.1% | $5,039+211.1% | $4,663+236.2% |
| Participant deferral / active EE | $2,923 | $7,974-63.3% | $6,756-56.7% | $6,691-56.3% |
| Admin fee / account holder | $0 | $19,455-100.0% | $12,736-100.0% | $13,402-100.0% |