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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 | $51,816 | $89,364-42.0% | $141,177-63.3% | $72,983-29.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.35% | 111.86%-111.5pp | 71.40%-71.1pp | 81.01%-80.7pp |
| Employer contribution / active EE | $4,496 | $3,115+44.4% | $4,736-5.1% | $2,440+84.3% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $218 | $5,959-96.3% | $10,263-97.9% | $5,124-95.7% |