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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 | $68,035 | $107,809-36.9% | $90,657-25.0% | $135,380-49.7% |
| Participation rate | 90.0% | 78.0%+12.0pp | 74.0%+16.0pp | 82.6%+7.4pp |
| Annual return | -9.73% | -0.90%-8.8pp | 1.89%-11.6pp | 519.81%-529.5pp |
| Employer contribution / active EE | $1,379 | $3,018-54.3% | $2,532-45.5% | $4,779-71.2% |
| Participant deferral / active EE | $8,211 | $3,872+112.1% | $3,424+139.8% | $5,609+46.4% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |