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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 | $101,470 | $124,980-18.8% | $108,359-6.4% | $154,746-34.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 2.81% | 45.00%-42.2pp | 36.89%-34.1pp | 172.34%-169.5pp |
| Employer contribution / active EE | $13,083 | $2,851+359.0% | $2,399+445.3% | $4,379+198.8% |
| Participant deferral / active EE | $7,833 | $4,743+65.2% | $4,137+89.3% | $6,730+16.4% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |