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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 | $107,411 | $196,972-45.5% | $182,262-41.1% | $198,609-45.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 2.75% | 158.27%-155.5pp | 140.60%-137.8pp | 202.70%-199.9pp |
| Employer contribution / active EE | $7,332 | $5,364+36.7% | $5,046+45.3% | $5,055+45.0% |
| Participant deferral / active EE | $7,332 | $8,643-15.2% | $8,276-11.4% | $6,977+5.1% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |