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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 | $22,896 | $46,877-51.2% | $122,354-81.3% | $70,126-67.3% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 12.07% | 24.22%-12.2pp | 30.28%-18.2pp | 73.15%-61.1pp |
| Employer contribution / active EE | $324 | $1,288-74.8% | $4,051-92.0% | $2,343-86.2% |
| Participant deferral / active EE | $1,622 | $2,167-25.2% | $3,287-50.6% | $3,332-51.3% |
| Admin fee / account holder | $134 | $3,324-96.0% | $5,479-97.5% | $4,645-97.1% |