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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 | $14,049 | $127,296-89.0% | $109,907-87.2% | $167,536-91.6% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.2%+5.8pp | 82.1%-2.1pp |
| Annual return | 0.21% | 22.97%-22.8pp | 29.46%-29.3pp | 478.82%-478.6pp |
| Employer contribution / active EE | $920 | $3,325-72.3% | $2,844-67.6% | $4,839-81.0% |
| Participant deferral / active EE | $5,306 | $4,513+17.6% | $4,047+31.1% | $6,342-16.3% |
| Admin fee / account holder | $92 | $7,119-98.7% | $6,069-98.5% | $12,315-99.3% |