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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 | $130,042 | $104,251+24.7% | $91,004+42.9% | $147,586-11.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 2.91% | 27.06%-24.1pp | 4.60%-1.7pp | 578.59%-575.7pp |
| Employer contribution / active EE | $26,675 | $3,116+756.2% | $2,456+986.3% | $4,876+447.0% |
| Participant deferral / active EE | $16,000 | $4,195+281.4% | $3,548+351.0% | $5,439+194.2% |
| Admin fee / account holder | $97 | $8,948-98.9% | $5,417-98.2% | $10,886-99.1% |