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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 | $54,551 | $101,618-46.3% | $93,063-41.4% | $137,256-60.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 2.56% | 223.95%-221.4pp | 34.15%-31.6pp | 220.34%-217.8pp |
| Employer contribution / active EE | $302 | $2,707-88.8% | $2,476-87.8% | $4,156-92.7% |
| Participant deferral / active EE | $12,688 | $4,279+196.5% | $3,958+220.6% | $6,407+98.0% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |