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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 | $30,266 | $50,554-40.1% | $67,681-55.3% | $87,485-65.4% |
| Participation rate | 81.5% | 67.7%+13.8pp | 73.7%+7.8pp | 68.9%+12.5pp |
| Annual return | 10.70% | 17.81%-7.1pp | 590.58%-579.9pp | 26.06%-15.4pp |
| Employer contribution / active EE | $787 | $1,988-60.4% | $2,678-70.6% | $2,596-69.7% |
| Participant deferral / active EE | $1,459 | $2,961-50.7% | $3,976-63.3% | $4,274-65.9% |
| Admin fee / account holder | $5 | $4,132-99.9% | $6,100-99.9% | $7,775-99.9% |