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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 | $41,043 | $217,432-81.1% | $185,849-77.9% | $167,536-75.5% |
| Participation rate | 87.5% | 86.1%+1.4pp | 81.7%+5.8pp | 82.1%+5.4pp |
| Annual return | 6.07% | 148.42%-142.3pp | 122.10%-116.0pp | 478.82%-472.7pp |
| Employer contribution / active EE | $1,534 | $5,875-73.9% | $5,169-70.3% | $4,839-68.3% |
| Participant deferral / active EE | $3,079 | $6,357-51.6% | $5,569-44.7% | $6,342-51.4% |
| Admin fee / account holder | $124 | $19,818-99.4% | $16,244-99.2% | $12,315-99.0% |