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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 | $123,469 | $152,619-19.1% | $125,195-1.4% | $152,909-19.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.61% | 54.85%-54.2pp | 43.79%-43.2pp | 345.46%-344.9pp |
| Employer contribution / active EE | $3,502 | $4,947-29.2% | $3,866-9.4% | $4,764-26.5% |
| Participant deferral / active EE | $15,446 | $5,869+163.2% | $4,937+212.8% | $5,851+164.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |