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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 | $25,889 | $108,912-76.2% | $100,383-74.2% | $145,959-82.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -3.58% | 57.96%-61.5pp | 49.26%-52.8pp | 561.95%-565.5pp |
| Employer contribution / active EE | $1,017 | $4,423-77.0% | $3,944-74.2% | $4,661-78.2% |
| Participant deferral / active EE | $12,448 | $8,451+47.3% | $8,086+54.0% | $6,689+86.1% |
| Admin fee / account holder | $205 | $9,690-97.9% | $7,900-97.4% | $13,398-98.5% |