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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 | $42,870 | $152,597-71.9% | $117,533-63.5% | $134,532-68.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.77% | 53.04%-73.8pp | 29.77%-50.5pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,530 | $5,576-72.6% | $4,179-63.4% | $4,741-67.7% |
| Participant deferral / active EE | $5,720 | $4,821+18.7% | $4,072+40.5% | $6,401-10.6% |
| Admin fee / account holder | $20 | $7,007-99.7% | $5,647-99.6% | $11,429-99.8% |