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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 | $21,525 | $69,541-69.0% | $59,899-64.1% | $135,380-84.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.55% | 7.95%-17.5pp | 3.46%-13.0pp | 519.81%-529.4pp |
| Employer contribution / active EE | $4,060 | $3,236+25.5% | $2,723+49.1% | $4,779-15.0% |
| Participant deferral / active EE | $3,029 | $4,206-28.0% | $3,402-11.0% | $5,609-46.0% |
| Admin fee / account holder | $61 | $5,737-98.9% | $3,592-98.3% | $10,828-99.4% |