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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 | $46,713 | $91,559-49.0% | $133,959-65.1% | $79,858-41.5% |
| Participation rate | 98.0% | 73.3%+24.7pp | 79.8%+18.2pp | 69.6%+28.4pp |
| Annual return | 4.92% | 61.85%-56.9pp | 45.09%-40.2pp | 31.72%-26.8pp |
| Employer contribution / active EE | $2,690 | $2,384+12.9% | $3,919-31.3% | $2,471+8.9% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $286 | $6,321-95.5% | $8,928-96.8% | $5,306-94.6% |