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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 | $17,805 | $77,901-77.1% | $149,717-88.1% | $75,181-76.3% |
| Participation rate | 92.3% | 65.6%+26.7pp | 78.8%+13.5pp | 67.2%+25.1pp |
| Annual return | 12.25% | 31.73%-19.5pp | 134.41%-122.2pp | 160.69%-148.4pp |
| Employer contribution / active EE | $1,576 | $3,137-49.8% | $4,820-67.3% | $2,671-41.0% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $225 | $5,949-96.2% | $13,213-98.3% | $5,650-96.0% |