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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 | $32,467 | $90,486-64.1% | $78,676-58.7% | $273,972-88.1% |
| Participation rate | 95.8% | 76.5%+19.3pp | 73.6%+22.3pp | 83.0%+12.8pp |
| Annual return | -1.09% | 75.62%-76.7pp | 62.19%-63.3pp | 41.46%-42.5pp |
| Employer contribution / active EE | $1,749 | $3,175-44.9% | $2,850-38.6% | $4,869-64.1% |
| Participant deferral / active EE | $1,803 | $3,901-53.8% | $3,517-48.7% | $5,287-65.9% |
| Admin fee / account holder | $84 | $5,263-98.4% | $4,510-98.1% | $10,133-99.2% |