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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 | $12,740 | $45,041-71.7% | $63,003-79.8% | $70,131-81.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.02% | 18.76%-8.7pp | 87.59%-77.6pp | 73.14%-63.1pp |
| Employer contribution / active EE | $914 | $2,052-55.5% | $2,760-66.9% | $2,342-61.0% |
| Participant deferral / active EE | $979 | $2,465-60.3% | $3,329-70.6% | $3,332-70.6% |
| Admin fee / account holder | $35 | $2,836-98.8% | $3,600-99.0% | $4,645-99.3% |