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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 | $31,346 | $92,219-66.0% | $76,767-59.2% | $135,380-76.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.94% | 5.46%-14.4pp | 2.43%-11.4pp | 519.81%-528.8pp |
| Employer contribution / active EE | $6,846 | $3,216+112.9% | $2,485+175.5% | $4,779+43.3% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $199 | $10,749-98.2% | $6,675-97.0% | $10,828-98.2% |