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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 | $49,561 | $72,177-31.3% | $115,038-56.9% | $59,633-16.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -3.82% | 12.02%-15.8pp | 26.14%-30.0pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $3,393 | $2,841+19.4% | $4,608-26.4% | $2,203+54.1% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $50 | $4,927-99.0% | $8,175-99.4% | $4,297-98.8% |