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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 | $99,916 | $201,370-50.4% | $184,256-45.8% | $145,897-31.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.34% | 29.05%-20.7pp | 28.85%-20.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $23,470 | $7,024+234.1% | $6,427+265.2% | $4,663+403.4% |
| Participant deferral / active EE | $17,549 | $9,808+78.9% | $9,133+92.1% | $6,689+162.3% |
| Admin fee / account holder | $172 | $16,364-99.0% | $13,899-98.8% | $13,390-98.7% |