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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 | $65,994 | $211,239-68.8% | $178,528-63.0% | $145,877-54.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.93% | 30.22%-26.3pp | 27.11%-23.2pp | 551.28%-547.4pp |
| Employer contribution / active EE | $1,958 | $4,570-57.2% | $3,950-50.4% | $4,663-58.0% |
| Participant deferral / active EE | $16,081 | $6,963+131.0% | $6,278+156.1% | $6,691+140.3% |
| Admin fee / account holder | $105 | $12,095-99.1% | $10,419-99.0% | $13,402-99.2% |