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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 | $33,707 | $167,533-79.9% | $151,645-77.8% | $134,545-74.9% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -22.20% | 7.81%-30.0pp | 3.34%-25.5pp | 418.37%-440.6pp |
| Employer contribution / active EE | $1,930 | $6,828-71.7% | $6,165-68.7% | $4,742-59.3% |
| Participant deferral / active EE | $8,674 | $8,985-3.5% | $8,363+3.7% | $6,401+35.5% |
| Admin fee / account holder | $206 | $13,781-98.5% | $11,614-98.2% | $11,431-98.2% |