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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 | $26,723 | $103,038-74.1% | $90,324-70.4% | $152,909-82.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 1.16% | 95.25%-94.1pp | 78.15%-77.0pp | 345.46%-344.3pp |
| Employer contribution / active EE | $1,608 | $3,141-48.8% | $2,856-43.7% | $4,764-66.2% |
| Participant deferral / active EE | $6,336 | $4,282+48.0% | $3,885+63.1% | $5,851+8.3% |
| Admin fee / account holder | $73 | $6,177-98.8% | $5,356-98.6% | $11,601-99.4% |