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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 | $52,632 | $82,678-36.3% | $125,391-58.0% | $68,490-23.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -25.49% | -5.97%-19.5pp | 572.41%-597.9pp | -7.85%-17.6pp |
| Employer contribution / active EE | $2,637 | $3,382-22.0% | $4,816-45.2% | $2,597+1.6% |
| Participant deferral / active EE | $2,601 | $6,111-57.4% | $7,448-65.1% | $4,028-35.4% |
| Admin fee / account holder | $157 | $6,277-97.5% | $10,009-98.4% | $5,403-97.1% |