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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 | $15,885 | $85,790-81.5% | $67,313-76.4% | $135,379-88.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -16.93% | -0.54%-16.4pp | -4.08%-12.9pp | 519.79%-536.7pp |
| Employer contribution / active EE | $11,123 | $3,487+219.0% | $2,566+333.6% | $4,779+132.8% |
| Participant deferral / active EE | $0 | $4,651-100.0% | $3,568-100.0% | $5,609-100.0% |
| Admin fee / account holder | $144 | $6,392-97.7% | $4,507-96.8% | $10,828-98.7% |