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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 | $53,925 | $107,934-50.0% | $91,989-41.4% | $152,870-64.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 3.72% | 89.25%-85.5pp | 69.02%-65.3pp | 345.34%-341.6pp |
| Employer contribution / active EE | $1,727 | $4,210-59.0% | $3,452-50.0% | $4,763-63.8% |
| Participant deferral / active EE | $5,481 | $6,364-13.9% | $5,923-7.5% | $5,850-6.3% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,597-100.0% |