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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 | $56,162 | $192,829-70.9% | $142,516-60.6% | $139,466-59.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 0.42% | 17.99%-17.6pp | 19.99%-19.6pp | 373.66%-373.2pp |
| Employer contribution / active EE | $2,046 | $5,808-64.8% | $4,849-57.8% | $4,754-57.0% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $83 | $15,120-99.4% | $10,008-99.2% | $11,409-99.3% |