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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 | $33,843 | $111,814-69.7% | $103,378-67.3% | $145,978-76.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.92% | 24.80%-15.9pp | 24.91%-16.0pp | 550.52%-541.6pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,614 | $5,618-35.7% | $5,058-28.5% | $6,690-46.0% |
| Admin fee / account holder | $212 | $9,764-97.8% | $8,401-97.5% | $13,400-98.4% |