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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 | $27,034 | $77,358-65.1% | $102,184-73.5% | $87,485-69.1% |
| Participation rate | 81.3% | 78.7%+2.6pp | 82.6%-1.3pp | 68.9%+12.3pp |
| Annual return | 2.05% | 41.11%-39.1pp | 31.58%-29.5pp | 26.06%-24.0pp |
| Employer contribution / active EE | $11,245 | $2,562+338.9% | $3,594+212.9% | $2,596+333.1% |
| Participant deferral / active EE | $0 | $6,753-100.0% | $8,309-100.0% | $4,274-100.0% |
| Admin fee / account holder | $24 | $6,809-99.6% | $11,609-99.8% | $7,775-99.7% |