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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 | $42,006 | $103,008-59.2% | $90,304-53.5% | $152,897-72.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 6.83% | 95.22%-88.4pp | 78.13%-71.3pp | 345.43%-338.6pp |
| Employer contribution / active EE | $3,445 | $3,139+9.7% | $2,855+20.7% | $4,764-27.7% |
| Participant deferral / active EE | $2,215 | $4,281-48.3% | $3,885-43.0% | $5,851-62.1% |
| Admin fee / account holder | $28 | $6,175-99.5% | $5,354-99.5% | $11,599-99.8% |