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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 | $35,988 | $172,111-79.1% | $150,298-76.1% | $137,256-73.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 3.16% | 69.37%-66.2pp | 62.79%-59.6pp | 220.34%-217.2pp |
| Employer contribution / active EE | $1,599 | $4,636-65.5% | $4,154-61.5% | $4,156-61.5% |
| Participant deferral / active EE | $6,508 | $6,166+5.5% | $5,453+19.3% | $6,407+1.6% |
| Admin fee / account holder | $5 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |