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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 | $38,660 | $77,449-50.1% | $69,483-44.4% | $152,909-74.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.46% | 39.09%-33.6pp | 28.99%-23.5pp | 345.46%-340.0pp |
| Employer contribution / active EE | $2,206 | $3,316-33.5% | $2,780-20.6% | $4,764-53.7% |
| Participant deferral / active EE | $4,263 | $4,415-3.4% | $3,537+20.5% | $5,851-27.2% |
| Admin fee / account holder | $211 | $6,210-96.6% | $3,841-94.5% | $11,601-98.2% |