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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 | $52,432 | $106,115-50.6% | $85,969-39.0% | $125,389-58.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -4.06% | 13.93%-18.0pp | 9.32%-13.4pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,583 | $4,537-65.1% | $3,474-54.5% | $4,866-67.5% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $242 | $8,144-97.0% | $6,053-96.0% | $9,541-97.5% |