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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 | $86,994 | $142,361-38.9% | $119,608-27.3% | $134,509-35.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.60% | -12.46%-12.1pp | -14.98%-9.6pp | 418.13%-442.7pp |
| Employer contribution / active EE | $1,228 | $5,224-76.5% | $4,232-71.0% | $4,741-74.1% |
| Participant deferral / active EE | $16,628 | $6,468+157.1% | $5,601+196.8% | $6,400+159.8% |
| Admin fee / account holder | $145 | $13,588-98.9% | $10,326-98.6% | $11,427-98.7% |