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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 | $23,220 | $95,188-75.6% | $76,518-69.7% | $135,380-82.8% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -13.51% | 4.85%-18.4pp | -0.27%-13.2pp | 519.81%-533.3pp |
| Employer contribution / active EE | $1,962 | $3,303-40.6% | $2,647-25.9% | $4,779-59.0% |
| Participant deferral / active EE | $7,789 | $4,640+67.9% | $3,836+103.1% | $5,609+38.9% |
| Admin fee / account holder | $101 | $6,249-98.4% | $4,849-97.9% | $10,828-99.1% |