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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 | $50,535 | $154,228-67.2% | $145,433-65.3% | $137,256-63.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.73% | 74.59%-64.9pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $10,000 | $4,804+108.2% | $4,554+119.6% | $4,156+140.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $199 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |