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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 | $125,385 | $183,592-31.7% | $155,567-19.4% | $145,959-14.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.49% | 61.24%-53.7pp | 64.74%-57.2pp | 561.95%-554.5pp |
| Employer contribution / active EE | $1,963 | $5,315-63.1% | $4,674-58.0% | $4,661-57.9% |
| Participant deferral / active EE | $4,391 | $6,464-32.1% | $5,628-22.0% | $6,689-34.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |