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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 | $18,403 | $76,407-75.9% | $150,298-87.8% | $82,448-77.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.08% | 39.99%-29.9pp | 62.79%-52.7pp | 41.64%-31.6pp |
| Employer contribution / active EE | $807 | $2,614-69.1% | $4,154-80.6% | $2,551-68.4% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $198 | $6,352-96.9% | $14,116-98.6% | $7,234-97.3% |