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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 | $54,458 | $117,846-53.8% | $102,434-46.8% | $145,884-62.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -0.15% | 31.90%-32.0pp | 29.46%-29.6pp | 551.85%-552.0pp |
| Employer contribution / active EE | $3,502 | $3,615-3.1% | $3,023+15.8% | $4,662-24.9% |
| Participant deferral / active EE | $3,921 | $5,733-31.6% | $5,055-22.4% | $6,690-41.4% |
| Admin fee / account holder | $293 | $13,356-97.8% | $9,462-96.9% | $13,392-97.8% |