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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 | $47,479-36.3% | $62,929-51.9% | $82,448-63.3% |
| Participation rate | 81.5% | 66.9%+14.6pp | 73.1%+8.4pp | 68.1%+13.4pp |
| Annual return | 10.70% | 20.34%-9.6pp | 1063.93%-1053.2pp | 41.64%-30.9pp |
| Employer contribution / active EE | $787 | $1,885-58.3% | $2,505-68.6% | $2,551-69.2% |
| Participant deferral / active EE | $1,459 | $2,870-49.2% | $3,888-62.5% | $4,139-64.8% |
| Admin fee / account holder | $5 | $3,804-99.9% | $5,065-99.9% | $7,234-99.9% |