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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 | $93,709 | $104,251-10.1% | $91,004+3.0% | $147,586-36.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 2.35% | 27.06%-24.7pp | 4.60%-2.2pp | 578.59%-576.2pp |
| Employer contribution / active EE | $697 | $3,116-77.6% | $2,456-71.6% | $4,876-85.7% |
| Participant deferral / active EE | $2,468 | $4,195-41.2% | $3,548-30.4% | $5,439-54.6% |
| Admin fee / account holder | $25 | $8,948-99.7% | $5,417-99.5% | $10,886-99.8% |