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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 | $14,224 | $90,486-84.3% | $78,676-81.9% | $273,972-94.8% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | -0.56% | 75.62%-76.2pp | 62.19%-62.7pp | 41.46%-42.0pp |
| Employer contribution / active EE | $908 | $3,175-71.4% | $2,850-68.1% | $4,869-81.3% |
| Participant deferral / active EE | $1,803 | $3,901-53.8% | $3,517-48.7% | $5,287-65.9% |
| Admin fee / account holder | $188 | $5,263-96.4% | $4,510-95.8% | $10,133-98.1% |