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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 | $17,667 | $172,111-89.7% | $150,298-88.2% | $137,256-87.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 2.20% | 69.37%-67.2pp | 62.79%-60.6pp | 220.34%-218.1pp |
| Employer contribution / active EE | $4,745 | $4,636+2.4% | $4,154+14.2% | $4,156+14.2% |
| Participant deferral / active EE | $8,121 | $6,166+31.7% | $5,453+48.9% | $6,407+26.8% |
| Admin fee / account holder | $48 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |