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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 | $22,402 | $92,219-75.7% | $76,767-70.8% | $135,380-83.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -41.39% | 5.46%-46.9pp | 2.43%-43.8pp | 519.81%-561.2pp |
| Employer contribution / active EE | $1,660 | $3,216-48.4% | $2,485-33.2% | $4,779-65.3% |
| Participant deferral / active EE | $11,983 | $4,508+165.8% | $3,852+211.1% | $5,609+113.6% |
| Admin fee / account holder | $156 | $10,749-98.6% | $6,675-97.7% | $10,828-98.6% |