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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 | $80,204 | $209,422-61.7% | $178,503-55.1% | $158,982-49.6% |
| Participation rate | 91.7% | 86.4%+5.3pp | 81.9%+9.7pp | 82.0%+9.7pp |
| Annual return | 5.10% | 188.81%-183.7pp | 151.12%-146.0pp | 302.99%-297.9pp |
| Employer contribution / active EE | $4,929 | $5,707-13.6% | $5,011-1.6% | $4,763+3.5% |
| Participant deferral / active EE | $4,861 | $5,955-18.4% | $5,202-6.6% | $5,983-18.8% |
| Admin fee / account holder | $12 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |