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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 | $23,011 | $92,219-75.0% | $76,768-70.0% | $135,379-83.0% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -10.74% | 5.46%-16.2pp | 2.43%-13.2pp | 519.79%-530.5pp |
| Employer contribution / active EE | $1,142 | $3,216-64.5% | $2,485-54.0% | $4,779-76.1% |
| Participant deferral / active EE | $3,601 | $4,508-20.1% | $3,852-6.5% | $5,609-35.8% |
| Admin fee / account holder | $133 | $10,749-98.8% | $6,675-98.0% | $10,828-98.8% |