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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 | $34,594 | $148,629-76.7% | $135,982-74.6% | $139,487-75.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | -28.42% | 79.33%-107.7pp | 68.32%-96.7pp | 373.84%-402.3pp |
| Employer contribution / active EE | $1,523 | $5,247-71.0% | $4,859-68.7% | $4,755-68.0% |
| Participant deferral / active EE | $6,750 | $8,102-16.7% | $7,760-13.0% | $6,713+0.6% |
| Admin fee / account holder | $296 | $12,406-97.6% | $10,767-97.3% | $11,407-97.4% |