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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 | $35,865 | $138,072-74.0% | $123,549-71.0% | $135,382-73.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -12.52% | 153.69%-166.2pp | 119.20%-131.7pp | 519.77%-532.3pp |
| Employer contribution / active EE | $2,357 | $5,152-54.2% | $4,628-49.1% | $4,779-50.7% |
| Participant deferral / active EE | $4,012 | $6,799-41.0% | $6,426-37.6% | $5,609-28.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |