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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 | $48,172 | $127,387-62.2% | $115,038-58.1% | $125,389-61.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.19% | 31.28%-35.5pp | 26.14%-30.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $11,943 | $5,166+131.2% | $4,608+159.2% | $4,866+145.4% |
| Participant deferral / active EE | $14,299 | $6,423+122.6% | $6,026+137.3% | $5,352+167.2% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |