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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 | $70,302 | $135,956-48.3% | $123,894-43.3% | $273,972-74.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.67% | 56.63%-57.3pp | 47.52%-48.2pp | 41.46%-42.1pp |
| Employer contribution / active EE | $3,390 | $5,170-34.4% | $4,617-26.6% | $4,869-30.4% |
| Participant deferral / active EE | $3,390 | $6,343-46.6% | $5,984-43.4% | $5,287-35.9% |
| Admin fee / account holder | $156 | $9,817-98.4% | $8,357-98.1% | $10,133-98.5% |