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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 | $67,300 | $77,416-13.1% | $69,464-3.1% | $152,897-56.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.29% | 39.08%-33.8pp | 28.98%-23.7pp | 345.43%-340.1pp |
| Employer contribution / active EE | $1,885 | $3,315-43.1% | $2,779-32.2% | $4,764-60.4% |
| Participant deferral / active EE | $3,166 | $4,413-28.3% | $3,536-10.5% | $5,851-45.9% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |