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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 | $25,604 | $127,387-79.9% | $115,038-77.7% | $125,389-79.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.42% | 31.28%-35.7pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $6,223 | $5,166+20.5% | $4,608+35.1% | $4,866+27.9% |
| Participant deferral / active EE | $4,245 | $6,423-33.9% | $6,026-29.6% | $5,352-20.7% |
| Admin fee / account holder | $294 | $9,516-96.9% | $8,175-96.4% | $9,541-96.9% |