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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 | $53,239 | $73,988-28.0% | $96,538-44.9% | $75,177-29.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 2.37% | 26.73%-24.4pp | 35.74%-33.4pp | 160.75%-158.4pp |
| Employer contribution / active EE | $14,706 | $2,930+401.9% | $3,740+293.2% | $2,671+450.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $175 | $5,220-96.7% | $6,737-97.4% | $5,651-96.9% |