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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 | $62,358 | $112,915-44.8% | $90,965-31.4% | $158,950-60.8% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | -22.51% | 215.75%-238.3pp | 134.57%-157.1pp | 302.91%-325.4pp |
| Employer contribution / active EE | $849 | $2,894-70.7% | $2,122-60.0% | $4,762-82.2% |
| Participant deferral / active EE | $1,163 | $4,128-71.8% | $3,373-65.5% | $5,983-80.6% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |