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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 | $36,277 | $95,915-62.2% | $79,580-54.4% | $134,532-73.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.52% | -2.71%-18.8pp | 0.15%-21.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,085 | $4,693+8.3% | $3,985+27.6% | $6,401-20.6% |
| Admin fee / account holder | $295 | $9,132-96.8% | $6,835-95.7% | $11,429-97.4% |