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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 | $17,284 | $37,446-53.8% | $77,513-77.7% | $79,852-78.4% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 5.72% | 39.76%-34.0pp | 54.81%-49.1pp | 31.72%-26.0pp |
| Employer contribution / active EE | $374 | $637-41.3% | $987-62.1% | $2,471-84.9% |
| Participant deferral / active EE | $483 | $1,261-61.7% | $1,861-74.0% | $3,740-87.1% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |