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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 | $32,888 | $215,361-84.7% | $171,082-80.8% | $273,972-88.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -8.74% | 25.14%-33.9pp | 32.56%-41.3pp | 41.46%-50.2pp |
| Employer contribution / active EE | $1,923 | $4,967-61.3% | $4,002-51.9% | $4,869-60.5% |
| Participant deferral / active EE | $1,197 | $5,543-78.4% | $4,797-75.1% | $5,287-77.4% |
| Admin fee / account holder | $115 | $10,846-98.9% | $8,520-98.7% | $10,133-98.9% |