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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 | $31,878 | $97,020-67.1% | $83,327-61.7% | $135,380-76.5% |
| Participation rate | 94.1% | 80.4%+13.7pp | 77.8%+16.4pp | 82.6%+11.5pp |
| Annual return | -10.56% | 12.31%-22.9pp | 10.64%-21.2pp | 519.81%-530.4pp |
| Employer contribution / active EE | $11,745 | $4,144+183.5% | $3,379+247.6% | $4,779+145.8% |
| Participant deferral / active EE | $8,518 | $5,964+42.8% | $5,565+53.0% | $5,609+51.9% |
| Admin fee / account holder | $236 | $8,426-97.2% | $7,540-96.9% | $10,828-97.8% |