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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 | $72,530 | $115,225-37.1% | $100,712-28.0% | $138,895-47.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 7.81% | 40.35%-32.5pp | 33.27%-25.5pp | 145.39%-137.6pp |
| Employer contribution / active EE | $5,019 | $2,771+81.1% | $2,313+117.0% | $4,194+19.7% |
| Participant deferral / active EE | $11,440 | $4,699+143.4% | $4,085+180.0% | $6,396+78.9% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |