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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 | $45,797 | $167,352-72.6% | $143,788-68.1% | $134,509-66.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.16% | 0.47%-23.6pp | -0.03%-23.1pp | 418.13%-441.3pp |
| Employer contribution / active EE | $11,633 | $5,620+107.0% | $4,952+134.9% | $4,741+145.4% |
| Participant deferral / active EE | $5,858 | $6,447-9.1% | $5,638+3.9% | $6,400-8.5% |
| Admin fee / account holder | $126 | $18,091-99.3% | $14,675-99.1% | $11,427-98.9% |