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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 | $34,676 | $60,128-42.3% | $90,440-61.7% | $79,852-56.6% |
| Participation rate | 93.2% | 65.0%+28.2pp | 72.7%+20.5pp | 69.6%+23.5pp |
| Annual return | 4.56% | 71.95%-67.4pp | 1294.38%-1289.8pp | 31.72%-27.2pp |
| Employer contribution / active EE | $3,471 | $2,068+67.8% | $3,263+6.4% | $2,471+40.4% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,740-100.0% |
| Admin fee / account holder | $105 | $3,977-97.4% | $5,615-98.1% | $5,306-98.0% |