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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 | $34,010 | $162,821-79.1% | $133,978-74.6% | $158,982-78.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.30% | 41.95%-37.6pp | 45.10%-40.8pp | 302.99%-298.7pp |
| Employer contribution / active EE | $16,800 | $4,976+237.6% | $3,919+328.7% | $4,763+252.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $173 | $11,742-98.5% | $8,930-98.1% | $11,252-98.5% |