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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 | $27,172 | $104,664-74.0% | $85,693-68.3% | $167,518-83.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 3.75% | 21.45%-17.7pp | 21.49%-17.7pp | 478.71%-475.0pp |
| Employer contribution / active EE | $10,585 | $3,337+217.2% | $2,618+304.3% | $4,838+118.8% |
| Participant deferral / active EE | $5,547 | $4,824+15.0% | $3,923+41.4% | $6,342-12.5% |
| Admin fee / account holder | $17 | $10,032-99.8% | $6,874-99.8% | $12,312-99.9% |