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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 | $212,386-68.0% | $199,883-66.0% | $138,895-51.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 1.70% | 47.75%-46.0pp | 43.81%-42.1pp | 145.39%-143.7pp |
| Employer contribution / active EE | $3,689 | $6,625-44.3% | $6,261-41.1% | $4,194-12.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |