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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 | $25,381 | $58,600-56.7% | $83,327-69.5% | $64,173-60.4% |
| Participation rate | 91.7% | 72.0%+19.6pp | 77.8%+13.9pp | 69.6%+22.1pp |
| Annual return | -9.24% | 9.66%-18.9pp | 10.64%-19.9pp | 7.63%-16.9pp |
| Employer contribution / active EE | $2,430 | $2,098+15.8% | $3,379-28.1% | $2,381+2.1% |
| Participant deferral / active EE | $3,507 | $4,656-24.7% | $5,565-37.0% | $3,470+1.1% |
| Admin fee / account holder | $176 | $9,282-98.1% | $7,540-97.7% | $4,887-96.4% |