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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 | $114,175 | $201,370-43.3% | $184,256-38.0% | $145,897-21.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 4.86% | 29.05%-24.2pp | 28.85%-24.0pp | 552.29%-547.4pp |
| Employer contribution / active EE | $53,077 | $7,024+655.7% | $6,427+725.8% | $4,663+1038.4% |
| Participant deferral / active EE | $11,500 | $9,808+17.3% | $9,133+25.9% | $6,689+71.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |