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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 | $94,148 | $103,393-8.9% | $87,103+8.1% | $152,909-38.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 9.75% | 28.10%-18.4pp | 28.19%-18.4pp | 345.46%-335.7pp |
| Employer contribution / active EE | $1,339 | $3,221-58.4% | $2,521-46.9% | $4,764-71.9% |
| Participant deferral / active EE | $3,310 | $4,778-30.7% | $4,049-18.2% | $5,851-43.4% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |