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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 | $16,165 | $152,597-89.4% | $117,533-86.2% | $134,532-88.0% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -28.51% | 53.04%-81.6pp | 29.77%-58.3pp | 418.27%-446.8pp |
| Employer contribution / active EE | $3,194 | $5,576-42.7% | $4,179-23.6% | $4,741-32.6% |
| Participant deferral / active EE | $8,193 | $4,821+69.9% | $4,072+101.2% | $6,401+28.0% |
| Admin fee / account holder | $23 | $7,007-99.7% | $5,647-99.6% | $11,429-99.8% |