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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 | $64,667 | $106,115-39.1% | $85,969-24.8% | $125,389-48.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.90% | 13.93%-17.8pp | 9.32%-13.2pp | 282.24%-286.1pp |
| Employer contribution / active EE | $16,147 | $4,537+255.9% | $3,474+364.7% | $4,866+231.8% |
| Participant deferral / active EE | $15,111 | $4,859+211.0% | $3,829+294.6% | $5,352+182.4% |
| Admin fee / account holder | $83 | $8,144-99.0% | $6,053-98.6% | $9,541-99.1% |