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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 | $50,671 | $73,988-31.5% | $96,538-47.5% | $75,177-32.6% |
| Participation rate | 95.6% | 66.4%+29.1pp | 74.3%+21.2pp | 67.2%+28.4pp |
| Annual return | 0.60% | 26.73%-26.1pp | 35.74%-35.1pp | 160.75%-160.2pp |
| Employer contribution / active EE | $13,819 | $2,930+371.6% | $3,740+269.5% | $2,671+417.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $130 | $5,220-97.5% | $6,737-98.1% | $5,651-97.7% |