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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 | $43,910 | $45,152-2.8% | $73,836-40.5% | $59,633-26.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -12.28% | 27.40%-39.7pp | 2268.06%-2280.3pp | 2041.45%-2053.7pp |
| Employer contribution / active EE | $4,533 | $1,901+138.4% | $2,787+62.6% | $2,203+105.8% |
| Participant deferral / active EE | $1,455 | $2,573-43.4% | $3,583-59.4% | $3,192-54.4% |
| Admin fee / account holder | $0 | $3,515-100.0% | $4,882-100.0% | $4,297-100.0% |