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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 | $18,343 | $78,694-76.7% | $67,652-72.9% | $125,389-85.4% |
| Participation rate | 88.9% | 78.8%+10.1pp | 75.7%+13.2pp | 83.2%+5.7pp |
| Annual return | -5.01% | 9.46%-14.5pp | 6625.40%-6630.4pp | 282.24%-287.3pp |
| Employer contribution / active EE | $1,844 | $3,044-39.4% | $2,266-18.6% | $4,866-62.1% |
| Participant deferral / active EE | $4,577 | $4,292+6.6% | $3,560+28.6% | $5,352-14.5% |
| Admin fee / account holder | $25 | $7,403-99.7% | $4,821-99.5% | $9,541-99.7% |