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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 | $79,934 | $106,236-24.8% | $96,496-17.2% | $139,427-42.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.99% | 38.43%-37.4pp | 35.70%-34.7pp | 373.27%-372.3pp |
| Employer contribution / active EE | $3,000 | $4,104-26.9% | $3,738-19.7% | $4,752-36.9% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $230 | $7,879-97.1% | $6,731-96.6% | $11,404-98.0% |