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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 | $71,575 | $95,917-25.4% | $79,583-10.1% | $134,545-46.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -22.43% | -2.70%-19.7pp | 0.16%-22.6pp | 418.37%-440.8pp |
| Employer contribution / active EE | $2,400 | $3,129-23.3% | $2,414-0.6% | $4,742-49.4% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |