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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 | $31,378 | $95,917-67.3% | $79,583-60.6% | $134,545-76.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -20.97% | -2.70%-18.3pp | 0.16%-21.1pp | 418.37%-439.3pp |
| Employer contribution / active EE | $1,854 | $3,129-40.8% | $2,414-23.2% | $4,742-60.9% |
| Participant deferral / active EE | $3,661 | $4,694-22.0% | $3,986-8.2% | $6,401-42.8% |
| Admin fee / account holder | $25 | $9,132-99.7% | $6,835-99.6% | $11,431-99.8% |