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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 | $27,137 | $61,660-56.0% | $80,022-66.1% | $64,173-57.7% |
| Participation rate | 79.3% | 71.7%+7.6pp | 75.8%+3.5pp | 69.6%+9.7pp |
| Annual return | -13.44% | -0.33%-13.1pp | 11.22%-24.7pp | 7.63%-21.1pp |
| Employer contribution / active EE | $1,309 | $1,810-27.7% | $2,468-47.0% | $2,381-45.0% |
| Participant deferral / active EE | $4,400 | $2,968+48.3% | $3,686+19.4% | $3,470+26.8% |
| Admin fee / account holder | $96 | $5,417-98.2% | $6,521-98.5% | $4,887-98.0% |