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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 | $89,679 | $59,819+49.9% | $79,583+12.7% | $68,490+30.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -20.11% | -12.30%-7.8pp | 0.16%-20.3pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,928 | $1,505+28.1% | $2,414-20.1% | $2,597-25.8% |
| Participant deferral / active EE | $4,235 | $3,025+40.0% | $3,986+6.3% | $4,028+5.1% |
| Admin fee / account holder | $98 | $4,835-98.0% | $6,835-98.6% | $5,403-98.2% |