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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 | $22,191 | $70,475-68.5% | $100,530-77.9% | $79,858-72.2% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | -40.88% | 21.90%-62.8pp | 30.89%-71.8pp | 31.72%-72.6pp |
| Employer contribution / active EE | $3,472 | $2,165+60.4% | $3,418+1.6% | $2,471+40.5% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $75 | $4,478-98.3% | $8,083-99.1% | $5,306-98.6% |