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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 | $20,426 | $85,790-76.2% | $67,313-69.7% | $135,380-84.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -44.70% | -0.54%-44.2pp | -4.08%-40.6pp | 519.81%-564.5pp |
| Employer contribution / active EE | $4,538 | $3,487+30.1% | $2,566+76.9% | $4,779-5.0% |
| Participant deferral / active EE | $13,065 | $4,651+180.9% | $3,568+266.1% | $5,609+132.9% |
| Admin fee / account holder | $100 | $6,392-98.4% | $4,507-97.8% | $10,828-99.1% |