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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 | $33,767 | $92,219-63.4% | $76,768-56.0% | $135,379-75.1% |
| Participation rate | 81.8% | 79.8%+2.0pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -9.51% | 5.46%-15.0pp | 2.43%-11.9pp | 519.79%-529.3pp |
| Employer contribution / active EE | $1,958 | $3,216-39.1% | $2,485-21.2% | $4,779-59.0% |
| Participant deferral / active EE | $6,195 | $4,508+37.4% | $3,852+60.8% | $5,609+10.4% |
| Admin fee / account holder | $15 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |