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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 | $111,604 | $154,209-27.6% | $130,062-14.2% | $139,487-20.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 3.00% | 32.52%-29.5pp | -137.37%+140.4pp | 373.84%-370.8pp |
| Employer contribution / active EE | $2,500 | $5,292-52.8% | $4,322-42.2% | $4,755-47.4% |
| Participant deferral / active EE | $15,000 | $6,709+123.6% | $5,821+157.7% | $6,713+123.5% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |