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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 | $33,880 | $172,111-80.3% | $150,298-77.5% | $137,256-75.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | -83.11% | 69.37%-152.5pp | 62.79%-145.9pp | 220.34%-303.5pp |
| Employer contribution / active EE | $1,567 | $4,636-66.2% | $4,154-62.3% | $4,156-62.3% |
| Participant deferral / active EE | $7,502 | $6,166+21.7% | $5,453+37.6% | $6,407+17.1% |
| Admin fee / account holder | $35 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |