Filed October 26, 2021
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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 | $26,303 | $113,941-76.9% | $94,228-72.1% | $125,388-79.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -8.33% | 5.29%-13.6pp | 10.68%-19.0pp | 282.24%-290.6pp |
| Employer contribution / active EE | $3,041 | $4,727-35.7% | $3,587-15.2% | $4,866-37.5% |
| Participant deferral / active EE | $3,112 | $5,179-39.9% | $4,320-28.0% | $5,352-41.9% |
| Admin fee / account holder | $221 | $8,392-97.4% | $6,269-96.5% | $9,541-97.7% |