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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 | $80,620 | $96,956-16.8% | $69,779+15.5% | $273,972-70.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | -0.33% | 12.93%-13.3pp | 12.99%-13.3pp | 41.46%-41.8pp |
| Employer contribution / active EE | $4,011 | $3,316+21.0% | $2,338+71.5% | $4,869-17.6% |
| Participant deferral / active EE | $4,154 | $3,744+11.0% | $2,931+41.8% | $5,287-21.4% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |