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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 | $12,961 | $64,307-79.8% | $57,347-77.4% | $125,393-89.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 83.2%-8.2pp |
| Annual return | -18.43% | 25.14%-43.6pp | 24.40%-42.8pp | 282.23%-300.7pp |
| Employer contribution / active EE | $2,233 | $3,193-30.1% | $2,689-17.0% | $4,866-54.1% |
| Participant deferral / active EE | $6,429 | $3,847+67.1% | $3,162+103.3% | $5,351+20.1% |
| Admin fee / account holder | $67 | $5,242-98.7% | $3,356-98.0% | $9,541-99.3% |