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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 | $79,344 | $232,540-65.9% | $185,117-57.1% | $147,585-46.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -0.38% | 43.03%-43.4pp | 40.50%-40.9pp | 578.58%-579.0pp |
| Employer contribution / active EE | $783 | $5,195-84.9% | $4,182-81.3% | $4,876-83.9% |
| Participant deferral / active EE | $18,506 | $5,834+217.2% | $5,045+266.8% | $5,439+240.3% |
| Admin fee / account holder | $176 | $10,275-98.3% | $8,159-97.8% | $10,886-98.4% |