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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 | $30,922 | $85,766-63.9% | $136,298-77.3% | $70,126-55.9% |
| Participation rate | 97.6% | 74.2%+23.4pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 12.96% | 31.46%-18.5pp | 5156.27%-5143.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $1,661 | $2,966-44.0% | $4,696-64.6% | $2,343-29.1% |
| Participant deferral / active EE | $3,240 | $5,051-35.9% | $6,247-48.1% | $3,332-2.8% |
| Admin fee / account holder | $151 | $5,421-97.2% | $9,244-98.4% | $4,645-96.8% |