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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 | $70,807 | $175,231-59.6% | $149,696-52.7% | $139,466-49.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 2.32% | 166.77%-164.5pp | 134.46%-132.1pp | 373.66%-371.3pp |
| Employer contribution / active EE | $1,375 | $5,478-74.9% | $4,821-71.5% | $4,754-71.1% |
| Participant deferral / active EE | $6,000 | $6,521-8.0% | $5,682+5.6% | $6,712-10.6% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |