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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 | $10,488 | $95,915-89.1% | $79,580-86.8% | $134,532-92.2% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -22.26% | -2.71%-19.6pp | 0.15%-22.4pp | 418.27%-440.5pp |
| Employer contribution / active EE | $1,221 | $3,129-61.0% | $2,413-49.4% | $4,741-74.2% |
| Participant deferral / active EE | $2,771 | $4,693-41.0% | $3,985-30.5% | $6,401-56.7% |
| Admin fee / account holder | $74 | $9,132-99.2% | $6,835-98.9% | $11,429-99.3% |