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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 | $34,391 | $167,533-79.5% | $151,645-77.3% | $134,545-74.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.14% | 7.81%-29.0pp | 3.34%-24.5pp | 418.37%-439.5pp |
| Employer contribution / active EE | $7,592 | $6,828+11.2% | $6,165+23.1% | $4,742+60.1% |
| Participant deferral / active EE | $12,020 | $8,985+33.8% | $8,363+43.7% | $6,401+87.8% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |