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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 | $134,061 | $225,673-40.6% | $203,872-34.2% | $155,188-13.6% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 5.51% | 95.91%-90.4pp | 85.11%-79.6pp | 148.84%-143.3pp |
| Employer contribution / active EE | $1,953 | $4,099-52.4% | $3,757-48.0% | $4,248-54.0% |
| Participant deferral / active EE | $6,075 | $6,893-11.9% | $6,388-4.9% | $6,531-7.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |