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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 | $15,507 | $54,763-71.7% | $90,324-82.8% | $72,976-78.8% |
| Participation rate | 98.4% | 65.2%+33.3pp | 73.3%+25.1pp | 69.5%+28.9pp |
| Annual return | 14.17% | 30.63%-16.5pp | 78.15%-64.0pp | 81.02%-66.8pp |
| Employer contribution / active EE | $3,242 | $2,093+54.9% | $2,856+13.5% | $2,440+32.9% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,608-100.0% |
| Admin fee / account holder | $259 | $3,973-93.5% | $5,356-95.2% | $5,124-95.0% |