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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 | $30,934 | $101,063-69.4% | $81,473-62.0% | $147,586-79.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 4.54% | 32.41%-27.9pp | 38.78%-34.2pp | 578.59%-574.1pp |
| Employer contribution / active EE | $6,311 | $3,206+96.9% | $2,568+145.8% | $4,876+29.4% |
| Participant deferral / active EE | $3,922 | $4,242-7.6% | $3,537+10.9% | $5,439-27.9% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |