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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 | $35,631 | $82,288-56.7% | $68,794-48.2% | $134,509-73.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -21.08% | -2.19%-18.9pp | -6.37%-14.7pp | 418.13%-439.2pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,421 | $4,738-27.8% | $3,941-13.2% | $6,400-46.5% |
| Admin fee / account holder | $160 | $6,482-97.5% | $4,934-96.8% | $11,427-98.6% |