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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 | $11,673 | $101,342-88.5% | - | $158,966-92.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | - | 82.0%+18.0pp |
| Annual return | 2.51% | 35.92%-33.4pp | - | 302.95%-300.4pp |
| Employer contribution / active EE | $0 | $3,741-100.0% | - | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,815-100.0% | - | $5,983-100.0% |
| Admin fee / account holder | $10 | $2,869-99.7% | - | $11,250-99.9% |