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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 | $35,119 | $141,004-75.1% | $112,273-68.7% | $139,466-74.8% |
| Participation rate | 70.0% | 79.2%-9.2pp | 72.4%-2.4pp | 80.3%-10.3pp |
| Annual return | -6.14% | 32.75%-38.9pp | 30.23%-36.4pp | 373.66%-379.8pp |
| Employer contribution / active EE | $2,291 | $4,285-46.5% | $3,431-33.2% | $4,754-51.8% |
| Participant deferral / active EE | $7,742 | $5,878+31.7% | $4,800+61.3% | $6,712+15.4% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |