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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 | $89,400 | $77,416+15.5% | $69,464+28.7% | $152,897-41.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.85% | 39.08%-34.2pp | 28.98%-24.1pp | 345.43%-340.6pp |
| Employer contribution / active EE | $6,140 | $3,315+85.2% | $2,779+120.9% | $4,764+28.9% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17 | $6,208-99.7% | $3,840-99.6% | $11,599-99.9% |