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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 | $22,663 | $175,231-87.1% | $149,696-84.9% | $139,466-83.8% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 5.19% | 166.77%-161.6pp | 134.46%-129.3pp | 373.66%-368.5pp |
| Employer contribution / active EE | $4,739 | $5,478-13.5% | $4,821-1.7% | $4,754-0.3% |
| Participant deferral / active EE | $2,616 | $6,521-59.9% | $5,682-54.0% | $6,712-61.0% |
| Admin fee / account holder | $40 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |