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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 | $3,358 | $27,639-87.9% | $61,501-94.5% | $68,490-95.1% |
| Participation rate | 92.3% | 39.5%+52.8pp | 52.6%+39.7pp | 67.9%+24.4pp |
| Annual return | -25.16% | -13.19%-12.0pp | 339.04%-364.2pp | -7.85%-17.3pp |
| Employer contribution / active EE | $1,451 | $696+108.5% | $1,160+25.1% | $2,597-44.1% |
| Participant deferral / active EE | $1,865 | $1,264+47.6% | $2,125-12.2% | $4,028-53.7% |
| Admin fee / account holder | $64 | $2,012-96.8% | $2,132-97.0% | $5,403-98.8% |