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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 | $34,247 | $64,716-47.1% | $112,258-69.5% | $68,495-50.0% |
| Participation rate | 85.4% | 67.2%+18.3pp | 75.1%+10.4pp | 67.9%+17.5pp |
| Annual return | -19.99% | -11.40%-8.6pp | 27.47%-47.5pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,541 | $2,746-7.5% | $3,636-30.1% | $2,596-2.1% |
| Participant deferral / active EE | $3,786 | $3,565+6.2% | $4,728-19.9% | $4,028-6.0% |
| Admin fee / account holder | $134 | $5,232-97.4% | $6,411-97.9% | $5,403-97.5% |