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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 | $14,772 | $111,785-86.8% | $93,669-84.2% | $145,877-89.9% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 6.23% | 203.79%-197.6pp | 133.59%-127.4pp | 551.28%-545.1pp |
| Employer contribution / active EE | $1,633 | $3,096-47.2% | $2,424-32.6% | $4,663-65.0% |
| Participant deferral / active EE | $2,400 | $4,919-51.2% | $4,416-45.6% | $6,691-64.1% |
| Admin fee / account holder | $113 | $10,256-98.9% | $8,291-98.6% | $13,402-99.2% |