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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 | $17,253 | $183,516-90.6% | $155,534-88.9% | $145,884-88.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 2.80% | 61.43%-58.6pp | 64.92%-62.1pp | 551.85%-549.1pp |
| Employer contribution / active EE | $4,708 | $5,315-11.4% | $4,675+0.7% | $4,662+1.0% |
| Participant deferral / active EE | $3,286 | $6,467-49.2% | $5,630-41.6% | $6,690-50.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |