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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 | $16,762 | $97,020-82.7% | $83,327-79.9% | $135,380-87.6% |
| Participation rate | 77.8% | 80.4%-2.6pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -11.89% | 12.31%-24.2pp | 10.64%-22.5pp | 519.81%-531.7pp |
| Employer contribution / active EE | $1,355 | $4,144-67.3% | $3,379-59.9% | $4,779-71.7% |
| Participant deferral / active EE | $5,273 | $5,964-11.6% | $5,565-5.3% | $5,609-6.0% |
| Admin fee / account holder | $287 | $8,426-96.6% | $7,540-96.2% | $10,828-97.3% |