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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 | $27,524 | $99,345-72.3% | $84,753-67.5% | $273,972-90.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.92% | 22.93%-22.0pp | 22.78%-21.9pp | 41.46%-40.5pp |
| Employer contribution / active EE | $10,918 | $4,214+159.1% | $3,574+205.4% | $4,869+124.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9 | $6,645-99.9% | $5,333-99.8% | $10,133-99.9% |