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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 | $96,788 | $158,827-39.1% | $121,208-20.1% | $135,382-28.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -14.79% | -0.64%-14.1pp | 16.93%-31.7pp | 519.77%-534.6pp |
| Employer contribution / active EE | $22,750 | $5,666+301.5% | $4,023+465.6% | $4,779+376.1% |
| Participant deferral / active EE | $13,541 | $4,006+238.0% | $3,345+304.8% | $5,609+141.4% |
| Admin fee / account holder | $0 | $6,514-100.0% | $5,020-100.0% | $10,829-100.0% |