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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 | $19,135 | $90,486-78.9% | $78,676-75.7% | $273,972-93.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 1.00% | 75.62%-74.6pp | 62.19%-61.2pp | 41.46%-40.5pp |
| Employer contribution / active EE | $538 | $3,175-83.1% | $2,850-81.1% | $4,869-89.0% |
| Participant deferral / active EE | $1,788 | $3,901-54.2% | $3,517-49.2% | $5,287-66.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |