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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 | $21,424 | $153,311-86.0% | $109,313-80.4% | $273,972-92.2% |
| Participation rate | 72.7% | 80.1%-7.4pp | 71.3%+1.5pp | 83.0%-10.3pp |
| Annual return | -0.33% | 29.86%-30.2pp | 22.07%-22.4pp | 41.46%-41.8pp |
| Employer contribution / active EE | $203 | $5,619-96.4% | $3,892-94.8% | $4,869-95.8% |
| Participant deferral / active EE | $1,380 | $3,932-64.9% | $3,166-56.4% | $5,287-73.9% |
| Admin fee / account holder | $99 | $8,076-98.8% | $5,666-98.3% | $10,133-99.0% |