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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 | $85,572 | $167,353-48.9% | $143,797-40.5% | $134,545-36.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.97% | 0.48%-22.5pp | -0.04%-21.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $6,710 | $5,620+19.4% | $4,952+35.5% | $4,742+41.5% |
| Participant deferral / active EE | $6,750 | $6,447+4.7% | $5,638+19.7% | $6,401+5.4% |
| Admin fee / account holder | $9 | $18,096-100.0% | $14,679-99.9% | $11,431-99.9% |