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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 | $42,446 | $111,814-62.0% | $103,374-58.9% | $145,959-70.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -6.71% | 24.77%-31.5pp | 24.89%-31.6pp | 561.95%-568.7pp |
| Employer contribution / active EE | $4,651 | $4,214+10.4% | $3,869+20.2% | $4,661-0.2% |
| Participant deferral / active EE | $13,375 | $5,618+138.1% | $5,058+164.5% | $6,689+100.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |