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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 | $78,392 | $167,352-53.2% | $143,788-45.5% | $134,509-41.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.33% | 0.47%-24.8pp | -0.03%-24.3pp | 418.13%-442.5pp |
| Employer contribution / active EE | $2,396 | $5,620-57.4% | $4,952-51.6% | $4,741-49.5% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $11 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |