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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 | $44,515 | $138,076-67.8% | $123,553-64.0% | $135,380-67.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -31.99% | 153.70%-185.7pp | 119.21%-151.2pp | 519.81%-551.8pp |
| Employer contribution / active EE | $4,288 | $5,152-16.8% | $4,628-7.3% | $4,779-10.3% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |