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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 | $27,471 | $126,519-78.3% | $106,201-74.1% | $145,959-81.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 5.31% | 225.10%-219.8pp | 116.26%-111.0pp | 561.95%-556.6pp |
| Employer contribution / active EE | $850 | $3,726-77.2% | $3,170-73.2% | $4,661-81.8% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,012-100.0% | $6,689-100.0% |
| Admin fee / account holder | $72 | $17,312-99.6% | $11,039-99.4% | $13,398-99.5% |