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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 | $47,003 | $127,273-63.1% | $109,895-57.2% | $167,518-71.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 6.91% | 22.97%-16.1pp | 29.46%-22.5pp | 478.71%-471.8pp |
| Employer contribution / active EE | $1,333 | $3,324-59.9% | $2,843-53.1% | $4,838-72.4% |
| Participant deferral / active EE | $0 | $4,515-100.0% | $4,049-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,117-100.0% | $6,067-100.0% | $12,312-100.0% |