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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 | $71,620 | $201,372-64.4% | $184,260-61.1% | $145,884-50.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.38% | 29.04%-25.7pp | 28.84%-25.5pp | 551.85%-548.5pp |
| Employer contribution / active EE | $5,803 | $7,024-17.4% | $6,427-9.7% | $4,662+24.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $171 | $16,362-99.0% | $13,898-98.8% | $13,392-98.7% |