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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 | $16,705 | $84,236-80.2% | $170,435-90.2% | $70,126-76.2% |
| Participation rate | 84.6% | 70.8%+13.8pp | 83.6%+1.0pp | 69.5%+15.1pp |
| Annual return | 4.34% | 23.06%-18.7pp | 205.94%-201.6pp | 73.15%-68.8pp |
| Employer contribution / active EE | $714 | $3,387-78.9% | $5,432-86.9% | $2,343-69.5% |
| Participant deferral / active EE | $1,779 | $3,086-42.4% | $4,939-64.0% | $3,332-46.6% |
| Admin fee / account holder | $9 | $5,698-99.8% | $13,881-99.9% | $4,645-99.8% |