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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 | $30,706 | $158,852-80.7% | $121,220-74.7% | $135,380-77.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -15.62% | -0.64%-15.0pp | 16.94%-32.6pp | 519.81%-535.4pp |
| Employer contribution / active EE | $12,180 | $5,666+115.0% | $4,023+202.8% | $4,779+154.9% |
| Participant deferral / active EE | $10,944 | $4,006+173.2% | $3,345+227.1% | $5,609+95.1% |
| Admin fee / account holder | $187 | $6,515-97.1% | $5,021-96.3% | $10,828-98.3% |