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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 | $67,920 | $275,752-75.4% | $256,809-73.6% | $198,609-65.8% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 1.70% | 34.81%-33.1pp | 32.73%-31.0pp | 202.70%-201.0pp |
| Employer contribution / active EE | $3,689 | $7,721-52.2% | $7,263-49.2% | $5,055-27.0% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |