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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 | $32,166 | $162,136-80.2% | $152,301-78.9% | $154,746-79.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 3.85% | 91.02%-87.2pp | 80.50%-76.7pp | 172.34%-168.5pp |
| Employer contribution / active EE | $21,200 | $4,890+333.5% | $4,624+358.4% | $4,379+384.1% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $41 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |