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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 | $26,803 | $108,911-75.4% | $100,392-73.3% | $145,884-81.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.34% | 58.23%-50.9pp | 49.45%-42.1pp | 551.85%-544.5pp |
| Employer contribution / active EE | $2,877 | $4,420-34.9% | $3,941-27.0% | $4,662-38.3% |
| Participant deferral / active EE | $4,058 | $8,459-52.0% | $8,090-49.8% | $6,690-39.3% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |