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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 | $57,731 | $88,707-34.9% | $74,184-22.2% | $273,972-78.9% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | -0.57% | 11.94%-12.5pp | 17.74%-18.3pp | 41.46%-42.0pp |
| Employer contribution / active EE | $6,250 | $3,159+97.8% | $2,370+163.7% | $4,869+28.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |