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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 | $13,909 | $108,897-87.2% | $100,378-86.1% | $145,877-90.5% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 8.37% | 58.17%-49.8pp | 49.41%-41.0pp | 551.28%-542.9pp |
| Employer contribution / active EE | $3,345 | $4,420-24.3% | $3,942-15.1% | $4,663-28.3% |
| Participant deferral / active EE | $3,547 | $8,455-58.0% | $8,087-56.1% | $6,691-47.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |