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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 | $14,683 | $53,128-72.4% | $86,582-83.0% | $70,126-79.1% |
| Participation rate | 78.1% | 65.3%+12.8pp | 73.5%+4.6pp | 69.5%+8.6pp |
| Annual return | 8.65% | 27.66%-19.0pp | 965.08%-956.4pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,584-100.0% | $4,904-100.0% | $4,645-100.0% |