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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 | $19,938 | $48,314-58.7% | $67,561-70.5% | $80,925-75.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.92% | 18.28%-7.4pp | 3525.44%-3514.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $486 | $2,022-76.0% | $2,735-82.2% | $2,756-82.4% |
| Participant deferral / active EE | $2,179 | $2,927-25.5% | $4,003-45.6% | $4,299-49.3% |
| Admin fee / account holder | $65 | $3,690-98.2% | $4,006-98.4% | $6,940-99.1% |