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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 | $25,864 | $138,076-81.3% | $123,553-79.1% | $135,380-80.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -12.56% | 153.70%-166.3pp | 119.21%-131.8pp | 519.81%-532.4pp |
| Employer contribution / active EE | $1,838 | $5,152-64.3% | $4,628-60.3% | $4,779-61.5% |
| Participant deferral / active EE | $3,072 | $6,800-54.8% | $6,426-52.2% | $5,609-45.2% |
| Admin fee / account holder | $249 | $10,917-97.7% | $9,284-97.3% | $10,828-97.7% |