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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 | $127,019 | $116,203+9.3% | $93,621+35.7% | $152,909-16.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 2.19% | 35.96%-33.8pp | 32.76%-30.6pp | 345.46%-343.3pp |
| Employer contribution / active EE | $8,000 | $3,219+148.5% | $2,719+194.3% | $4,764+67.9% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $223 | $10,751-97.9% | $7,890-97.2% | $11,601-98.1% |