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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 | $18,944 | $48,274-60.8% | $63,244-70.0% | $59,633-68.2% |
| Participation rate | 75.9% | 66.3%+9.5pp | 71.0%+4.8pp | 68.7%+7.2pp |
| Annual return | -5.46% | -240.79%+235.3pp | -70.31%+64.8pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $2,065 | $1,586+30.2% | $2,322-11.1% | $2,203-6.2% |
| Participant deferral / active EE | $4,428 | $2,343+89.0% | $2,953+49.9% | $3,192+38.7% |
| Admin fee / account holder | $84 | $3,600-97.7% | $5,893-98.6% | $4,297-98.0% |