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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 | $63,021 | $167,353-62.3% | $143,797-56.2% | $134,545-53.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.75% | 0.48%-23.2pp | -0.04%-22.7pp | 418.37%-441.1pp |
| Employer contribution / active EE | $15,315 | $5,620+172.5% | $4,952+209.2% | $4,742+223.0% |
| Participant deferral / active EE | $12,989 | $6,447+101.5% | $5,638+130.4% | $6,401+102.9% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |