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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 | $29,429 | $167,362-82.4% | $143,799-79.5% | $134,532-78.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.55% | 0.47%-23.0pp | -0.04%-22.5pp | 418.27%-440.8pp |
| Employer contribution / active EE | $3,562 | $5,620-36.6% | $4,952-28.1% | $4,741-24.9% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $166 | $18,094-99.1% | $14,677-98.9% | $11,429-98.5% |