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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 | $69,874 | $99,921-30.1% | $85,009-17.8% | $145,959-52.1% |
| Participation rate | 71.4% | 74.1%-2.7pp | 67.5%+3.9pp | 80.3%-8.9pp |
| Annual return | 1.76% | 83.89%-82.1pp | 66.47%-64.7pp | 561.95%-560.2pp |
| Employer contribution / active EE | $881 | $3,233-72.7% | $2,728-67.7% | $4,661-81.1% |
| Participant deferral / active EE | $2,093 | $5,293-60.4% | $4,522-53.7% | $6,689-68.7% |
| Admin fee / account holder | $7 | $7,252-99.9% | $6,153-99.9% | $13,398-99.9% |