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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 | $35,559 | $97,125-63.4% | $86,233-58.8% | $137,256-74.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 5.98% | 74.19%-68.2pp | 61.39%-55.4pp | 220.34%-214.4pp |
| Employer contribution / active EE | $2,792 | $2,841-1.8% | $2,504+11.5% | $4,156-32.8% |
| Participant deferral / active EE | $3,372 | $5,180-34.9% | $4,559-26.0% | $6,407-47.4% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |