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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 | $13,890 | $48,078-71.1% | $78,676-82.3% | $62,881-77.9% |
| Participation rate | 96.0% | 65.2%+30.8pp | 73.6%+22.4pp | 69.3%+26.7pp |
| Annual return | 2.65% | 31.36%-28.7pp | 62.19%-59.5pp | 20.14%-17.5pp |
| Employer contribution / active EE | $1,600 | $2,015-20.6% | $2,850-43.9% | $2,281-29.9% |
| Participant deferral / active EE | $1,923 | $2,587-25.7% | $3,517-45.3% | $3,203-40.0% |
| Admin fee / account holder | $200 | $3,206-93.8% | $4,510-95.6% | $4,296-95.3% |