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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 | $47,375 | $87,546-45.9% | $75,784-37.5% | $125,389-62.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -8.99% | 13.49%-22.5pp | 9.68%-18.7pp | 282.24%-291.2pp |
| Employer contribution / active EE | $9,629 | $3,930+145.0% | $3,323+189.7% | $4,866+97.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |