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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 | $18,263 | $43,730-58.2% | $121,220-84.9% | $64,173-71.5% |
| Participation rate | 86.4% | 58.3%+28.1pp | 71.8%+14.7pp | 69.6%+16.9pp |
| Annual return | -9.35% | 68.94%-78.3pp | 16.94%-26.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $868 | $1,297-33.1% | $4,023-78.4% | $2,381-63.5% |
| Participant deferral / active EE | $4,394 | $2,281+92.7% | $3,345+31.4% | $3,470+26.6% |
| Admin fee / account holder | $183 | $3,502-94.8% | $5,021-96.4% | $4,887-96.3% |