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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 | $23,457 | $118,708-80.2% | $98,920-76.3% | $158,966-85.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | -14.60% | 372.49%-387.1pp | 196.47%-211.1pp | 302.95%-317.5pp |
| Employer contribution / active EE | $744 | $3,334-77.7% | $2,689-72.3% | $4,762-84.4% |
| Participant deferral / active EE | $1,288 | $5,089-74.7% | $4,245-69.7% | $5,983-78.5% |
| Admin fee / account holder | $20 | $10,134-99.8% | $6,643-99.7% | $11,250-99.8% |