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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 | $63,632 | $211,105-69.9% | $178,449-64.3% | $145,978-56.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 0.32% | 30.19%-29.9pp | 27.09%-26.8pp | 550.52%-550.2pp |
| Employer contribution / active EE | $6,015 | $4,569+31.7% | $3,951+52.3% | $4,662+29.0% |
| Participant deferral / active EE | $24,875 | $6,959+257.4% | $6,277+296.3% | $6,690+271.8% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |