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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 | $17,355 | $46,360-62.6% | $147,617-88.2% | $52,331-66.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -2.31% | 1.62%-3.9pp | 61.98%-64.3pp | 4.54%-6.9pp |
| Employer contribution / active EE | $1,055 | $2,126-50.4% | $5,564-81.0% | $1,882-43.9% |
| Participant deferral / active EE | $1,665 | $2,258-26.3% | $4,895-66.0% | $3,022-44.9% |
| Admin fee / account holder | $271 | $766-64.6% | $11,612-97.7% | $592-54.2% |