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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 | $62,695 | $183,592-65.9% | $155,574-59.7% | $145,877-57.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.33% | 61.37%-56.0pp | 64.87%-59.5pp | 551.28%-546.0pp |
| Employer contribution / active EE | $2,037 | $5,317-61.7% | $4,676-56.4% | $4,663-56.3% |
| Participant deferral / active EE | $5,892 | $6,466-8.9% | $5,629+4.7% | $6,691-11.9% |
| Admin fee / account holder | $259 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |