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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 | $28,727 | $108,897-73.6% | $100,378-71.4% | $145,877-80.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -42.75% | 58.17%-100.9pp | 49.41%-92.2pp | 551.28%-594.0pp |
| Employer contribution / active EE | $1,650 | $4,420-62.7% | $3,942-58.1% | $4,663-64.6% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |