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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 | $25,700 | $95,979-73.2% | $74,551-65.5% | $135,380-81.0% |
| Participation rate | 88.9% | 75.7%+13.2pp | 69.1%+19.7pp | 82.6%+6.2pp |
| Annual return | -12.77% | 56.97%-69.7pp | 32.53%-45.3pp | 519.81%-532.6pp |
| Employer contribution / active EE | $1,575 | $2,716-42.0% | $1,961-19.7% | $4,779-67.0% |
| Participant deferral / active EE | $5,946 | $3,844+54.7% | $3,108+91.3% | $5,609+6.0% |
| Admin fee / account holder | $234 | $6,522-96.4% | $5,059-95.4% | $10,828-97.8% |