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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 | $25,866 | $138,072-81.3% | $123,549-79.1% | $135,382-80.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.52% | 153.69%-163.2pp | 119.20%-128.7pp | 519.77%-529.3pp |
| Employer contribution / active EE | $4,111 | $5,152-20.2% | $4,628-11.2% | $4,779-14.0% |
| Participant deferral / active EE | $8,973 | $6,799+32.0% | $6,426+39.6% | $5,609+60.0% |
| Admin fee / account holder | $72 | $10,917-99.3% | $9,284-99.2% | $10,829-99.3% |