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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 | $89,259-16.3% | $107,187-30.3% | $82,637-9.6% |
| Participation rate | 93.5% | 67.9%+25.5pp | 75.0%+18.5pp | 68.1%+25.4pp |
| Annual return | 3.15% | 21.02%-17.9pp | 204.55%-201.4pp | 53.51%-50.4pp |
| Employer contribution / active EE | $14,065 | $3,080+356.7% | $3,782+271.9% | $2,552+451.1% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $123 | $7,381-98.3% | $9,162-98.7% | $7,339-98.3% |