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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 | $93,370 | $142,430-34.4% | $115,170-18.9% | $152,897-38.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 3.56% | 41.48%-37.9pp | 35.60%-32.0pp | 345.43%-341.9pp |
| Employer contribution / active EE | $2,857 | $4,011-28.8% | $3,179-10.1% | $4,764-40.0% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |