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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 | $102,812 | $228,317-55.0% | $185,808-44.7% | $158,931-35.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -9.16% | 40.81%-50.0pp | 35.95%-45.1pp | 302.86%-312.0pp |
| Employer contribution / active EE | $2,218 | $4,964-55.3% | $4,086-45.7% | $4,761-53.4% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |