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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 | $26,699 | $92,743-71.2% | $82,744-67.7% | $134,532-80.2% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 81.2%+6.3pp |
| Annual return | -22.94% | 946.63%-969.6pp | 702.22%-725.2pp | 418.27%-441.2pp |
| Employer contribution / active EE | $8,038 | $3,273+145.6% | $3,008+167.2% | $4,741+69.5% |
| Participant deferral / active EE | $5,099 | $4,802+6.2% | $4,395+16.0% | $6,401-20.3% |
| Admin fee / account holder | $185 | $5,977-96.9% | $5,325-96.5% | $11,429-98.4% |