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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 | $27,182 | $107,941-74.8% | $91,994-70.5% | $152,909-82.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 12.84% | 89.28%-76.4pp | 69.04%-56.2pp | 345.46%-332.6pp |
| Employer contribution / active EE | $2,411 | $4,212-42.8% | $3,453-30.2% | $4,764-49.4% |
| Participant deferral / active EE | $6,439 | $6,366+1.2% | $5,924+8.7% | $5,851+10.0% |
| Admin fee / account holder | $16 | $10,521-99.8% | $7,744-99.8% | $11,601-99.9% |