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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 | $70,913 | $99,341-28.6% | $84,750-16.3% | $273,965-74.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.13% | 22.93%-24.1pp | 22.78%-23.9pp | 41.45%-42.6pp |
| Employer contribution / active EE | $17,607 | $4,214+317.9% | $3,574+392.6% | $4,869+261.6% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $246 | $6,644-96.3% | $5,332-95.4% | $10,132-97.6% |