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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 | $12,044 | $57,057-78.9% | $85,009-85.8% | $80,874-85.1% |
| Participation rate | 93.9% | 56.4%+37.6pp | 67.5%+26.4pp | 67.6%+26.3pp |
| Annual return | 8.35% | 21.66%-13.3pp | 66.47%-58.1pp | 35.62%-27.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $126 | $4,986-97.5% | $6,153-97.9% | $6,935-98.2% |