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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 | $24,061 | $92,219-73.9% | $76,767-68.7% | $135,380-82.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.69% | 5.46%-16.1pp | 2.43%-13.1pp | 519.81%-530.5pp |
| Employer contribution / active EE | $4,729 | $3,216+47.1% | $2,485+90.3% | $4,779-1.0% |
| Participant deferral / active EE | $5,345 | $4,508+18.6% | $3,852+38.8% | $5,609-4.7% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |