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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 | $18,304 | $95,975-80.9% | $74,549-75.4% | $135,379-86.5% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -9.29% | 56.96%-66.3pp | 32.53%-41.8pp | 519.79%-529.1pp |
| Employer contribution / active EE | $1,020 | $2,716-62.5% | $1,961-48.0% | $4,779-78.7% |
| Participant deferral / active EE | $2,619 | $3,844-31.9% | $3,108-15.7% | $5,609-53.3% |
| Admin fee / account holder | $23 | $6,522-99.6% | $5,059-99.5% | $10,828-99.8% |