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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 | $35,973 | $152,542-76.4% | $117,498-69.4% | $134,509-73.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.31% | 53.02%-76.3pp | 29.75%-53.1pp | 418.13%-441.4pp |
| Employer contribution / active EE | $958 | $5,574-82.8% | $4,178-77.1% | $4,741-79.8% |
| Participant deferral / active EE | $4,313 | $4,819-10.5% | $4,071+5.9% | $6,400-32.6% |
| Admin fee / account holder | $128 | $7,006-98.2% | $5,646-97.7% | $11,427-98.9% |