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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 | $14,066 | $107,030-86.9% | $73,550-80.9% | $147,586-90.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | -0.54% | 38.25%-38.8pp | -15.16%+14.6pp | 578.59%-579.1pp |
| Employer contribution / active EE | $3,839 | $1,760+118.1% | $1,219+214.9% | $4,876-21.3% |
| Participant deferral / active EE | $763 | $2,458-69.0% | $1,804-57.7% | $5,439-86.0% |
| Admin fee / account holder | $127 | $3,055-95.8% | $2,320-94.5% | $10,886-98.8% |