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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 | $81,267 | $183,978-55.8% | $162,171-49.9% | $152,885-46.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 4.10% | 150.78%-146.7pp | 115.60%-111.5pp | 345.39%-341.3pp |
| Employer contribution / active EE | $2,523 | $6,370-60.4% | $5,613-55.0% | $4,763-47.0% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12 | $13,122-99.9% | $10,843-99.9% | $11,598-99.9% |