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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 | $3,551 | $29,670-88.0% | $56,054-93.7% | $80,911-95.6% |
| Participation rate | 85.7% | 41.7%+44.0pp | 52.5%+33.2pp | 67.6%+18.1pp |
| Annual return | 9.46% | 35.24%-25.8pp | 1705.95%-1696.5pp | 35.63%-26.2pp |
| Employer contribution / active EE | $1,126 | $670+68.2% | $1,039+8.4% | $2,756-59.1% |
| Participant deferral / active EE | $1,626 | $1,227+32.5% | $1,952-16.7% | $4,297-62.2% |
| Admin fee / account holder | $224 | $2,431-90.8% | $2,822-92.1% | $6,935-96.8% |