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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 | $36,296 | $63,346-42.7% | $92,240-60.7% | $70,126-48.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 3.29% | 530.19%-526.9pp | 176.29%-173.0pp | 73.15%-69.9pp |
| Employer contribution / active EE | $1,563 | $2,471-36.8% | $3,680-57.5% | $2,343-33.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $154 | $3,841-96.0% | $5,194-97.0% | $4,645-96.7% |