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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 | $162,505 | $83,485+94.7% | $125,180+29.8% | $72,983+122.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -0.65% | 25.78%-26.4pp | 43.79%-44.4pp | 81.01%-81.7pp |
| Employer contribution / active EE | $1,267 | $2,346-46.0% | $3,866-67.2% | $2,440-48.1% |
| Participant deferral / active EE | $4,358 | $3,586+21.5% | $4,937-11.7% | $3,608+20.8% |
| Admin fee / account holder | $0 | $5,518-100.0% | $9,703-100.0% | $5,124-100.0% |