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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 | $14,951 | $95,193-84.3% | $76,523-80.5% | $135,382-89.0% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -17.38% | 4.85%-22.2pp | -0.27%-17.1pp | 519.77%-537.2pp |
| Employer contribution / active EE | $1,607 | $3,302-51.3% | $2,647-39.3% | $4,779-66.4% |
| Participant deferral / active EE | $4,402 | $4,639-5.1% | $3,835+14.8% | $5,609-21.5% |
| Admin fee / account holder | $247 | $6,249-96.1% | $4,848-94.9% | $10,829-97.7% |