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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 | $59,775 | $198,461-69.9% | $170,436-64.9% | $147,585-59.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 2.06% | 257.30%-255.2pp | 205.94%-203.9pp | 578.57%-576.5pp |
| Employer contribution / active EE | $5,539 | $6,184-10.4% | $5,433+2.0% | $4,876+13.6% |
| Participant deferral / active EE | $3,388 | $5,629-39.8% | $4,939-31.4% | $5,439-37.7% |
| Admin fee / account holder | $1 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |