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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 | $17,224 | $95,915-82.0% | $79,580-78.4% | $134,532-87.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.43% | -2.71%-19.7pp | 0.15%-22.6pp | 418.27%-440.7pp |
| Employer contribution / active EE | $1,377 | $3,129-56.0% | $2,413-43.0% | $4,741-71.0% |
| Participant deferral / active EE | $3,799 | $4,693-19.1% | $3,985-4.7% | $6,401-40.6% |
| Admin fee / account holder | $81 | $9,132-99.1% | $6,835-98.8% | $11,429-99.3% |