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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 | $31,440 | $97,020-67.6% | $83,322-62.3% | $135,379-76.8% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -10.47% | 12.31%-22.8pp | 10.64%-21.1pp | 519.79%-530.3pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,872 | $5,964-18.3% | $5,565-12.5% | $5,609-13.1% |
| Admin fee / account holder | $141 | $8,426-98.3% | $7,540-98.1% | $10,828-98.7% |