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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 | $83,860 | $108,912-23.0% | $100,383-16.5% | $145,959-42.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.09% | 57.96%-47.9pp | 49.26%-39.2pp | 561.95%-551.9pp |
| Employer contribution / active EE | $14,490 | $4,423+227.6% | $3,944+267.4% | $4,661+210.9% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |