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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 | $14,147 | $95,917-85.3% | $79,583-82.2% | $134,545-89.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -23.16% | -2.70%-20.5pp | 0.16%-23.3pp | 418.37%-441.5pp |
| Employer contribution / active EE | $1,868 | $3,129-40.3% | $2,414-22.6% | $4,742-60.6% |
| Participant deferral / active EE | $10,248 | $4,694+118.3% | $3,986+157.1% | $6,401+60.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |