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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 | $57,785 | $167,362-65.5% | $143,799-59.8% | $134,532-57.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.58% | 0.47%-23.1pp | -0.04%-22.5pp | 418.27%-440.8pp |
| Employer contribution / active EE | $2,881 | $5,620-48.7% | $4,952-41.8% | $4,741-39.2% |
| Participant deferral / active EE | $6,422 | $6,447-0.4% | $5,638+13.9% | $6,401+0.3% |
| Admin fee / account holder | $18 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |