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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 | $17,944 | $46,534-61.4% | $64,097-72.0% | $75,177-76.1% |
| Participation rate | 86.2% | 65.9%+20.3pp | 72.3%+13.9pp | 67.2%+19.0pp |
| Annual return | 5.77% | 26.07%-20.3pp | 33.75%-28.0pp | 160.75%-155.0pp |
| Employer contribution / active EE | $5,501 | $1,976+178.4% | $2,750+100.0% | $2,671+105.9% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $173 | $2,957-94.2% | $3,070-94.4% | $5,651-96.9% |