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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 | $106,994 | $110,410-3.1% | $102,437+4.4% | $145,897-26.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 5.60% | 24.85%-19.3pp | 24.95%-19.4pp | 552.29%-546.7pp |
| Employer contribution / active EE | $1,964 | $4,217-53.4% | $3,871-49.3% | $4,663-57.9% |
| Participant deferral / active EE | $22,200 | $5,622+294.9% | $5,060+338.7% | $6,689+231.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |