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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 | $14,679 | $75,959-80.7% | $154,114-90.5% | $64,181-77.1% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | -8.31% | 30.32%-38.6pp | 735.16%-743.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $981 | $3,350-70.7% | $5,298-81.5% | $2,381-58.8% |
| Participant deferral / active EE | $1,914 | $3,175-39.7% | $5,081-62.3% | $3,470-44.8% |
| Admin fee / account holder | $38 | $5,589-99.3% | $13,411-99.7% | $4,887-99.2% |