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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 | $36,243 | $71,878-49.6% | $86,698-58.2% | $68,486-47.1% |
| Participation rate | 92.3% | 72.2%+20.1pp | 76.6%+15.7pp | 67.9%+24.4pp |
| Annual return | -19.36% | 3.53%-22.9pp | 35.95%-55.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $2,605 | $2,173+19.9% | $2,837-8.2% | $2,597+0.3% |
| Participant deferral / active EE | $10,134 | $3,779+168.2% | $4,656+117.6% | $4,028+151.6% |
| Admin fee / account holder | $82 | $6,113-98.7% | $7,493-98.9% | $5,404-98.5% |