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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 | $14,111 | $97,020-85.5% | $83,322-83.1% | $135,379-89.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -19.48% | 12.31%-31.8pp | 10.64%-30.1pp | 519.79%-539.3pp |
| Employer contribution / active EE | $2,965 | $4,144-28.4% | $3,379-12.2% | $4,779-38.0% |
| Participant deferral / active EE | $7,574 | $5,964+27.0% | $5,565+36.1% | $5,609+35.0% |
| Admin fee / account holder | $231 | $8,426-97.3% | $7,540-96.9% | $10,828-97.9% |