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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 | $55,542 | $95,188-41.6% | $76,518-27.4% | $135,380-59.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.02% | 4.85%-16.9pp | -0.27%-11.8pp | 519.81%-531.8pp |
| Employer contribution / active EE | $18,601 | $3,303+463.2% | $2,647+602.6% | $4,779+289.2% |
| Participant deferral / active EE | $13,135 | $4,640+183.1% | $3,836+242.4% | $5,609+134.2% |
| Admin fee / account holder | $142 | $6,249-97.7% | $4,849-97.1% | $10,828-98.7% |