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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 | $62,860 | $142,392-55.9% | $119,622-47.5% | $134,532-53.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.76% | -12.46%-11.3pp | -14.98%-8.8pp | 418.27%-442.0pp |
| Employer contribution / active EE | $2,250 | $5,224-56.9% | $4,232-46.8% | $4,741-52.5% |
| Participant deferral / active EE | $23,703 | $6,467+266.5% | $5,601+323.2% | $6,401+270.3% |
| Admin fee / account holder | $45 | $13,593-99.7% | $10,328-99.6% | $11,429-99.6% |