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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 | $121,388 | $91,198+33.1% | $178,503-32.0% | $79,856+52.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.72% | 24.20%-14.5pp | 151.12%-141.4pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,514 | $3,257-53.5% | $5,011-69.8% | $2,471-38.8% |
| Participant deferral / active EE | $6,443 | $3,237+99.1% | $5,202+23.9% | $3,741+72.3% |
| Admin fee / account holder | $131 | $6,748-98.1% | $13,987-99.1% | $5,306-97.5% |