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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 | $46,838 | $99,921-53.1% | $85,009-44.9% | $145,959-67.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.44% | 83.89%-76.4pp | 66.47%-59.0pp | 561.95%-554.5pp |
| Employer contribution / active EE | $1,124 | $3,233-65.2% | $2,728-58.8% | $4,661-75.9% |
| Participant deferral / active EE | $7,644 | $5,293+44.4% | $4,522+69.1% | $6,689+14.3% |
| Admin fee / account holder | $74 | $7,252-99.0% | $6,153-98.8% | $13,398-99.4% |