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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 | $25,312 | $93,346-72.9% | $71,796-64.7% | $273,972-90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.24% | 130.39%-130.2pp | 78.04%-77.8pp | 41.46%-41.2pp |
| Employer contribution / active EE | $13,446 | $2,733+391.9% | $1,924+598.7% | $4,869+176.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $228 | $6,571-96.5% | $4,815-95.3% | $10,133-97.8% |