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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 | $42,223 | $40,263+4.9% | $57,347-26.4% | $59,632-29.2% |
| Participation rate | 95.5% | 69.2%+26.3pp | 75.1%+20.4pp | 68.7%+26.8pp |
| Annual return | -7.34% | 27.50%-34.8pp | 24.40%-31.7pp | 2041.32%-2048.7pp |
| Employer contribution / active EE | $5,815 | $1,922+202.6% | $2,689+116.3% | $2,203+164.0% |
| Participant deferral / active EE | $0 | $2,400-100.0% | $3,162-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $2,819-100.0% | $3,356-100.0% | $4,297-100.0% |