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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 | $28,511 | $99,032-71.2% | $80,022-64.4% | $135,380-78.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -14.80% | 15.39%-30.2pp | 11.22%-26.0pp | 519.81%-534.6pp |
| Employer contribution / active EE | $13,730 | $3,043+351.1% | $2,468+456.3% | $4,779+187.3% |
| Participant deferral / active EE | $8,167 | $4,282+90.7% | $3,686+121.6% | $5,609+45.6% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |