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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 | $23,600 | $167,353-85.9% | $143,797-83.6% | $134,545-82.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.69% | 0.48%-25.2pp | -0.04%-24.6pp | 418.37%-443.1pp |
| Employer contribution / active EE | $1,201 | $5,620-78.6% | $4,952-75.8% | $4,742-74.7% |
| Participant deferral / active EE | $5,317 | $6,447-17.5% | $5,638-5.7% | $6,401-16.9% |
| Admin fee / account holder | $20 | $18,096-99.9% | $14,679-99.9% | $11,431-99.8% |