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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 | $29,845 | $138,076-78.4% | $123,553-75.8% | $135,380-78.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -19.25% | 153.70%-172.9pp | 119.21%-138.5pp | 519.81%-539.1pp |
| Employer contribution / active EE | $2,368 | $5,152-54.0% | $4,628-48.8% | $4,779-50.4% |
| Participant deferral / active EE | $13,151 | $6,800+93.4% | $6,426+104.7% | $5,609+134.5% |
| Admin fee / account holder | $253 | $10,917-97.7% | $9,284-97.3% | $10,828-97.7% |