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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 | $23,151 | $48,053-51.8% | $84,623-72.6% | $72,983-68.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 14.84% | 37.39%-22.5pp | 258.77%-243.9pp | 81.01%-66.2pp |
| Employer contribution / active EE | $4,682 | $1,602+192.3% | $2,652+76.5% | $2,440+91.9% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,899-100.0% | $3,608-100.0% |
| Admin fee / account holder | $226 | $3,395-93.3% | $4,913-95.4% | $5,124-95.6% |