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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 | $81,917 | $175,257-53.3% | $149,717-45.3% | $139,456-41.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 3.96% | 166.70%-162.7pp | 134.41%-130.4pp | 373.45%-369.5pp |
| Employer contribution / active EE | $1,225 | $5,477-77.6% | $4,820-74.6% | $4,753-74.2% |
| Participant deferral / active EE | $15,374 | $6,521+135.8% | $5,682+170.6% | $6,711+129.1% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |