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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 | $42,248 | $168,635-74.9% | $147,617-71.4% | $125,389-66.3% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | -7.91% | 77.65%-85.6pp | 61.98%-69.9pp | 282.24%-290.1pp |
| Employer contribution / active EE | $2,103 | $6,252-66.4% | $5,564-62.2% | $4,866-56.8% |
| Participant deferral / active EE | $8,841 | $5,507+60.5% | $4,895+80.6% | $5,352+65.2% |
| Admin fee / account holder | -$9 | $13,580-100.1% | $11,612-100.1% | $9,541-100.1% |