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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 | $45,816 | $138,075-66.8% | $123,552-62.9% | $135,379-66.2% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -11.31% | 153.70%-165.0pp | 119.20%-130.5pp | 519.79%-531.1pp |
| Employer contribution / active EE | $2,780 | $5,152-46.0% | $4,628-39.9% | $4,779-41.8% |
| Participant deferral / active EE | $4,794 | $6,800-29.5% | $6,426-25.4% | $5,609-14.5% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |