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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 | $75,014 | $113,941-34.2% | $94,229-20.4% | $125,389-40.2% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | -4.26% | 5.29%-9.5pp | 10.68%-14.9pp | 282.24%-286.5pp |
| Employer contribution / active EE | $13,458 | $4,727+184.7% | $3,587+275.2% | $4,866+176.6% |
| Participant deferral / active EE | $1,564 | $5,179-69.8% | $4,320-63.8% | $5,352-70.8% |
| Admin fee / account holder | $64 | $8,392-99.2% | $6,269-99.0% | $9,541-99.3% |