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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 | $81,360 | $184,000-55.8% | $162,185-49.8% | $152,909-46.8% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.5%+12.8pp |
| Annual return | 3.81% | 150.80%-147.0pp | 115.61%-111.8pp | 345.46%-341.7pp |
| Employer contribution / active EE | $4,286 | $6,370-32.7% | $5,613-23.6% | $4,764-10.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |