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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 | $25,623 | $97,020-73.6% | $83,322-69.2% | $135,379-81.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -17.75% | 12.31%-30.1pp | 10.64%-28.4pp | 519.79%-537.5pp |
| Employer contribution / active EE | $3,108 | $4,144-25.0% | $3,379-8.0% | $4,779-35.0% |
| Participant deferral / active EE | $10,477 | $5,964+75.7% | $5,565+88.3% | $5,609+86.8% |
| Admin fee / account holder | $153 | $8,426-98.2% | $7,540-98.0% | $10,828-98.6% |