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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 | $178,855 | $86,701+106.3% | $73,309+144.0% | $125,388+42.6% |
| Participation rate | 95.0% | 78.6%+16.4pp | 74.9%+20.1pp | 83.2%+11.8pp |
| Annual return | -3.95% | 2.78%-6.7pp | 5.67%-9.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $691 | $4,152-83.4% | $3,237-78.7% | $4,866-85.8% |
| Participant deferral / active EE | $6,405 | $5,549+15.4% | $4,991+28.3% | $5,352+19.7% |
| Admin fee / account holder | $1 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |