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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 | $74,860 | $64,010+17.0% | $108,359-30.9% | $64,340+16.4% |
| Participation rate | 95.7% | 49.4%+46.3pp | 70.1%+25.6pp | 55.2%+40.4pp |
| Annual return | 0.00% | 19.74%-19.7pp | 36.89%-36.9pp | 24.14%-24.1pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,399-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $4,137-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $4,885-100.0% | $9,741-100.0% | $3,703-100.0% |