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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 | $122,186 | $201,370-39.3% | $184,256-33.7% | $145,897-16.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.19% | 29.05%-19.9pp | 28.85%-19.7pp | 552.29%-543.1pp |
| Employer contribution / active EE | $7,630 | $7,024+8.6% | $6,427+18.7% | $4,663+63.6% |
| Participant deferral / active EE | $30,459 | $9,808+210.5% | $9,133+233.5% | $6,689+355.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |