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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 | $64,419 | $183,592-64.9% | $155,574-58.6% | $145,877-55.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.13% | 61.37%-57.2pp | 64.87%-60.7pp | 551.28%-547.2pp |
| Employer contribution / active EE | $3,527 | $5,317-33.7% | $4,676-24.6% | $4,663-24.4% |
| Participant deferral / active EE | $9,592 | $6,466+48.3% | $5,629+70.4% | $6,691+43.4% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |