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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 | $60,899 | $131,835-53.8% | $108,582-43.9% | $273,972-77.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.03% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.4pp |
| Employer contribution / active EE | $15,145 | $4,913+208.3% | $3,758+303.0% | $4,869+211.1% |
| Participant deferral / active EE | $9,600 | $5,127+87.2% | $4,311+122.7% | $5,287+81.6% |
| Admin fee / account holder | $1 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |