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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 | $56,367 | $212,386-73.5% | $199,883-71.8% | $138,895-59.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 6.79% | 47.75%-41.0pp | 43.81%-37.0pp | 145.39%-138.6pp |
| Employer contribution / active EE | $2,332 | $6,625-64.8% | $6,261-62.8% | $4,194-44.4% |
| Participant deferral / active EE | $13,819 | $9,617+43.7% | $9,138+51.2% | $6,396+116.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |