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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 | $22,247 | $133,998-83.4% | $112,263-80.2% | $134,545-83.5% |
| Participation rate | 92.3% | 78.6%+13.7pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -21.29% | 47.17%-68.5pp | 27.49%-48.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $1,843 | $4,040-54.4% | $3,636-49.3% | $4,742-61.1% |
| Participant deferral / active EE | $2,728 | $5,292-48.4% | $4,729-42.3% | $6,401-57.4% |
| Admin fee / account holder | $11 | $7,493-99.9% | $6,410-99.8% | $11,431-99.9% |