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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 | $38,374 | $40,263-4.7% | $57,347-33.1% | $59,632-35.6% |
| Participation rate | 84.0% | 69.2%+14.8pp | 75.1%+8.9pp | 68.7%+15.3pp |
| Annual return | -2.93% | 27.50%-30.4pp | 24.40%-27.3pp | 2041.32%-2044.2pp |
| Employer contribution / active EE | $1,320 | $1,922-31.3% | $2,689-50.9% | $2,203-40.0% |
| Participant deferral / active EE | $3,528 | $2,400+47.0% | $3,162+11.6% | $3,192+10.5% |
| Admin fee / account holder | $27 | $2,819-99.0% | $3,356-99.2% | $4,297-99.4% |