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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 | $15,642 | $95,601-83.6% | $77,183-79.7% | $139,456-88.8% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 6.52% | 54.96%-48.4pp | 37.89%-31.4pp | 373.45%-366.9pp |
| Employer contribution / active EE | $1,137 | $3,145-63.8% | $2,534-55.1% | $4,753-76.1% |
| Participant deferral / active EE | $993 | $4,623-78.5% | $3,833-74.1% | $6,711-85.2% |
| Admin fee / account holder | $8 | $8,302-99.9% | $5,475-99.9% | $11,407-99.9% |