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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 | $36,560 | $64,307-43.1% | $57,349-36.2% | $125,388-70.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -6.16% | 25.14%-31.3pp | 24.40%-30.6pp | 282.24%-288.4pp |
| Employer contribution / active EE | $15,572 | $3,193+387.7% | $2,689+479.2% | $4,866+220.0% |
| Participant deferral / active EE | $3,600 | $3,847-6.4% | $3,162+13.8% | $5,352-32.7% |
| Admin fee / account holder | $209 | $5,242-96.0% | $3,356-93.8% | $9,541-97.8% |