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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 | $20,545 | $172,111-88.1% | $150,298-86.3% | $137,256-85.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 10.50% | 69.37%-58.9pp | 62.79%-52.3pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,794 | $4,636-61.3% | $4,154-56.8% | $4,156-56.8% |
| Participant deferral / active EE | $5,066 | $6,166-17.8% | $5,453-7.1% | $6,407-20.9% |
| Admin fee / account holder | $297 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |