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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 | $124,506 | $72,269+72.3% | $101,271+22.9% | $79,852+55.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.13% | 22.29%-26.4pp | 46.48%-50.6pp | 31.72%-35.9pp |
| Employer contribution / active EE | $5,002 | $2,692+85.8% | $3,660+36.7% | $2,471+102.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $175 | $4,401-96.0% | $5,948-97.1% | $5,306-96.7% |