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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 | $22,708 | $138,076-83.6% | $123,553-81.6% | $135,380-83.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.60% | 153.70%-163.3pp | 119.21%-128.8pp | 519.81%-529.4pp |
| Employer contribution / active EE | $2,035 | $5,152-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $3,803 | $6,800-44.1% | $6,426-40.8% | $5,609-32.2% |
| Admin fee / account holder | $180 | $10,917-98.4% | $9,284-98.1% | $10,828-98.3% |