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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 | $30,419 | $77,419-60.7% | $69,461-56.2% | $152,885-80.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.83% | 39.07%-34.2pp | 28.97%-24.1pp | 345.39%-340.6pp |
| Employer contribution / active EE | $742 | $3,315-77.6% | $2,779-73.3% | $4,763-84.4% |
| Participant deferral / active EE | $2,961 | $4,414-32.9% | $3,536-16.3% | $5,851-49.4% |
| Admin fee / account holder | $223 | $6,207-96.4% | $3,840-94.2% | $11,598-98.1% |