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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 | $36,780 | $167,522-78.0% | $151,639-75.7% | $134,532-72.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.05% | 7.81%-34.9pp | 3.34%-30.4pp | 418.27%-445.3pp |
| Employer contribution / active EE | $4,569 | $6,828-33.1% | $6,165-25.9% | $4,741-3.6% |
| Participant deferral / active EE | $4,569 | $8,986-49.2% | $8,363-45.4% | $6,401-28.6% |
| Admin fee / account holder | $292 | $13,780-97.9% | $11,613-97.5% | $11,429-97.4% |