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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 | $41,805 | $127,387-67.2% | $115,038-63.7% | $125,389-66.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -3.45% | 31.28%-34.7pp | 26.14%-29.6pp | 282.24%-285.7pp |
| Employer contribution / active EE | $3,333 | $5,166-35.5% | $4,608-27.7% | $4,866-31.5% |
| Participant deferral / active EE | $6,154 | $6,423-4.2% | $6,026+2.1% | $5,352+15.0% |
| Admin fee / account holder | $40 | $9,516-99.6% | $8,175-99.5% | $9,541-99.6% |