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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 | $81,185 | $95,406-14.9% | $185,849-56.3% | $85,847-5.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 11.21% | 23.59%-12.4pp | 122.10%-110.9pp | 318.61%-307.4pp |
| Employer contribution / active EE | $1,586 | $3,314-52.1% | $5,169-69.3% | $2,565-38.2% |
| Participant deferral / active EE | $6,654 | $3,424+94.4% | $5,569+19.5% | $3,952+68.4% |
| Admin fee / account holder | $266 | $7,214-96.3% | $16,244-98.4% | $6,261-95.7% |