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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 | $37,616 | $185,883-79.8% | $170,043-77.9% | $139,466-73.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 1.73% | 60.54%-58.8pp | 53.40%-51.7pp | 373.66%-371.9pp |
| Employer contribution / active EE | $2,784 | $7,596-63.4% | $6,790-59.0% | $4,754-41.4% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |