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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 | $29,224 | $106,115-72.5% | $85,969-66.0% | $125,389-76.7% |
| Participation rate | 71.4% | 84.1%-12.6pp | 76.5%-5.1pp | 83.2%-11.8pp |
| Annual return | -3.93% | 13.93%-17.9pp | 9.32%-13.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,817 | $4,537-60.0% | $3,474-47.7% | $4,866-62.7% |
| Participant deferral / active EE | $4,457 | $4,859-8.3% | $3,829+16.4% | $5,352-16.7% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |