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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 | $59,096 | $41,377+42.8% | $109,313-45.9% | $62,881-6.0% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | -6.43% | 11.05%-17.5pp | 22.07%-28.5pp | 20.14%-26.6pp |
| Employer contribution / active EE | $1,111 | $1,276-12.9% | $3,892-71.5% | $2,281-51.3% |
| Participant deferral / active EE | $1,216 | $2,045-40.5% | $3,166-61.6% | $3,203-62.0% |
| Admin fee / account holder | $7 | $2,884-99.7% | $5,666-99.9% | $4,296-99.8% |