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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 | $24,174 | $165,939-85.4% | $122,354-80.2% | $147,585-83.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 6.13% | 34.56%-28.4pp | 30.28%-24.1pp | 578.58%-572.5pp |
| Employer contribution / active EE | $1,967 | $5,754-65.8% | $4,051-51.5% | $4,876-59.7% |
| Participant deferral / active EE | $11,933 | $4,005+197.9% | $3,287+263.0% | $5,439+119.4% |
| Admin fee / account holder | $64 | $7,425-99.1% | $5,479-98.8% | $10,886-99.4% |