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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 | $13,972 | $78,690-82.2% | $161,489-91.3% | $87,485-84.0% |
| Participation rate | 70.4% | 67.5%+2.9pp | 78.7%-8.3pp | 68.9%+1.4pp |
| Annual return | 5.70% | 32.74%-27.0pp | 89.72%-84.0pp | 26.06%-20.4pp |
| Employer contribution / active EE | $760 | $2,588-70.7% | $4,268-82.2% | $2,596-70.7% |
| Participant deferral / active EE | $2,390 | $3,311-27.8% | $5,630-57.6% | $4,274-44.1% |
| Admin fee / account holder | $261 | $6,724-96.1% | $16,006-98.4% | $7,775-96.6% |