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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 | $19,260 | $95,188-79.8% | $76,518-74.8% | $135,380-85.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -12.44% | 4.85%-17.3pp | -0.27%-12.2pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,961 | $3,303-40.6% | $2,647-25.9% | $4,779-59.0% |
| Participant deferral / active EE | $6,153 | $4,640+32.6% | $3,836+60.4% | $5,609+9.7% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |