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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 | $40,631 | $172,111-76.4% | $150,298-73.0% | $137,256-70.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.92% | 69.37%-60.5pp | 62.79%-53.9pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,662 | $4,636-64.2% | $4,154-60.0% | $4,156-60.0% |
| Participant deferral / active EE | $12,104 | $6,166+96.3% | $5,453+122.0% | $6,407+88.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |