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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 | $13,384 | $32,037-58.2% | $69,182-80.7% | $62,881-78.7% |
| Participation rate | 96.2% | 43.4%+52.7pp | 55.1%+41.0pp | 69.3%+26.8pp |
| Annual return | -5.34% | 15.16%-20.5pp | -21.93%+16.6pp | 20.14%-25.5pp |
| Employer contribution / active EE | $7,692 | $679+1032.6% | $1,206+537.7% | $2,281+237.2% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |