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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 | $50,306 | $148,629-66.2% | $135,982-63.0% | $139,487-63.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 2.64% | 79.33%-76.7pp | 68.32%-65.7pp | 373.84%-371.2pp |
| Employer contribution / active EE | $6,691 | $5,247+27.5% | $4,859+37.7% | $4,755+40.7% |
| Participant deferral / active EE | $12,213 | $8,102+50.7% | $7,760+57.4% | $6,713+81.9% |
| Admin fee / account holder | $196 | $12,406-98.4% | $10,767-98.2% | $11,407-98.3% |