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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 | $13,975 | $81,358-82.8% | $155,556-91.0% | $80,959-82.7% |
| Participation rate | 90.9% | 66.3%+24.6pp | 78.2%+12.7pp | 67.7%+23.2pp |
| Annual return | 4.87% | 33.39%-28.5pp | 64.84%-60.0pp | 35.67%-30.8pp |
| Employer contribution / active EE | $722 | $3,106-76.8% | $4,675-84.6% | $2,757-73.8% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $8 | $7,994-99.9% | $15,885-99.9% | $6,925-99.9% |