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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 | $68,673 | $173,340-60.4% | $136,007-49.5% | $145,959-53.0% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -5.79% | 1163.32%-1169.1pp | 579.32%-585.1pp | 561.95%-567.7pp |
| Employer contribution / active EE | $1,675 | $5,275-68.2% | $4,215-60.3% | $4,661-64.1% |
| Participant deferral / active EE | $2,790 | $8,699-67.9% | $7,024-60.3% | $6,689-58.3% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |