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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 | $31,419 | $110,410-71.5% | $102,437-69.3% | $145,897-78.5% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | -9.36% | 24.85%-34.2pp | 24.95%-34.3pp | 552.29%-561.7pp |
| Employer contribution / active EE | $8,333 | $4,217+97.6% | $3,871+115.3% | $4,663+78.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $218 | $9,745-97.8% | $8,388-97.4% | $13,390-98.4% |