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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 | $75,733 | $167,522-54.8% | $151,639-50.1% | $134,532-43.7% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.5pp |
| Annual return | -47.67% | 7.81%-55.5pp | 3.34%-51.0pp | 418.27%-465.9pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,691 | $8,986-3.3% | $8,363+3.9% | $6,401+35.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |