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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 | $28,621 | $106,749-73.2% | $145,433-80.3% | $82,448-65.3% |
| Participation rate | 93.3% | 75.6%+17.7pp | 82.1%+11.2pp | 68.1%+25.3pp |
| Annual return | -60.29% | 27.59%-87.9pp | 66.58%-126.9pp | 41.64%-101.9pp |
| Employer contribution / active EE | $11,255 | $3,444+226.8% | $4,554+147.1% | $2,551+341.2% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $8,390-100.0% | $13,129-100.0% | $7,234-100.0% |