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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 | $7,395 | $110,303-93.3% | $95,759-92.3% | $139,487-94.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.15% | 27.19%-21.0pp | 28.42%-22.3pp | 373.84%-367.7pp |
| Employer contribution / active EE | $768 | $3,261-76.4% | $2,836-72.9% | $4,755-83.8% |
| Participant deferral / active EE | $1,750 | $4,674-62.6% | $4,244-58.8% | $6,713-73.9% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |