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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 | $8,379 | $76,407-89.0% | $150,298-94.4% | $82,448-89.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 1.35% | 39.99%-38.6pp | 62.79%-61.4pp | 41.64%-40.3pp |
| Employer contribution / active EE | $4,527 | $2,614+73.2% | $4,154+9.0% | $2,551+77.5% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |