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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 | $16,360 | $49,177-66.7% | $79,476-79.4% | $64,181-74.5% |
| Participation rate | 88.5% | 65.0%+23.4pp | 73.3%+15.1pp | 69.6%+18.9pp |
| Annual return | -8.22% | -1.16%-7.1pp | 718.21%-726.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,969 | $2,076+139.3% | $2,800+77.4% | $2,381+108.7% |
| Participant deferral / active EE | $2,881 | $2,821+2.1% | $3,704-22.2% | $3,470-17.0% |
| Admin fee / account holder | $201 | $3,839-94.8% | $5,113-96.1% | $4,887-95.9% |