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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 | $35,587 | $201,372-82.3% | $184,260-80.7% | $145,884-75.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.96% | 29.04%-25.1pp | 28.84%-24.9pp | 551.85%-547.9pp |
| Employer contribution / active EE | $3,859 | $7,024-45.1% | $6,427-40.0% | $4,662-17.2% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |