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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 | $16,386 | $112,729-85.5% | $98,716-83.4% | $137,256-88.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.86% | 38.48%-28.6pp | 31.81%-21.9pp | 220.34%-210.5pp |
| Employer contribution / active EE | $5,347 | $2,725+96.2% | $2,279+134.7% | $4,156+28.7% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $101 | $10,129-99.0% | $8,703-98.8% | $12,270-99.2% |