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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 | $32,937 | $97,020-66.1% | $83,322-60.5% | $135,379-75.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -11.51% | 12.31%-23.8pp | 10.64%-22.1pp | 519.79%-531.3pp |
| Employer contribution / active EE | $3,455 | $4,144-16.6% | $3,379+2.2% | $4,779-27.7% |
| Participant deferral / active EE | $6,243 | $5,964+4.7% | $5,565+12.2% | $5,609+11.3% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |