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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 | $19,168 | $133,981-85.7% | $112,249-82.9% | $134,532-85.8% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -29.00% | 47.16%-76.2pp | 27.48%-56.5pp | 418.27%-447.3pp |
| Employer contribution / active EE | $2,116 | $4,040-47.6% | $3,636-41.8% | $4,741-55.4% |
| Participant deferral / active EE | $4,513 | $5,292-14.7% | $4,729-4.6% | $6,401-29.5% |
| Admin fee / account holder | $19 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |