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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 | $74,667 | $96,731-22.8% | $123,973-39.8% | $86,983-14.2% |
| Participation rate | 93.5% | 70.0%+23.5pp | 76.7%+16.8pp | 69.5%+23.9pp |
| Annual return | 3.15% | 17.33%-14.2pp | 388.13%-385.0pp | 25.83%-22.7pp |
| Employer contribution / active EE | $14,065 | $3,297+326.6% | $4,126+240.9% | $2,584+444.2% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $123 | $8,722-98.6% | $11,799-99.0% | $7,856-98.4% |