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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 | $71,759 | $167,362-57.1% | $143,799-50.1% | $134,532-46.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.56% | 0.47%-21.0pp | -0.04%-20.5pp | 418.27%-438.8pp |
| Employer contribution / active EE | $6,976 | $5,620+24.1% | $4,952+40.9% | $4,741+47.1% |
| Participant deferral / active EE | $5,838 | $6,447-9.5% | $5,638+3.5% | $6,401-8.8% |
| Admin fee / account holder | $72 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |