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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 | $58,726 | $100,805-41.7% | $86,698-32.3% | $134,532-56.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.14% | 29.09%-50.2pp | 35.95%-57.1pp | 418.27%-439.4pp |
| Employer contribution / active EE | $4,451 | $3,490+27.5% | $2,837+56.9% | $4,741-6.1% |
| Participant deferral / active EE | $9,446 | $5,339+76.9% | $4,656+102.9% | $6,401+47.6% |
| Admin fee / account holder | $41 | $10,925-99.6% | $7,493-99.5% | $11,429-99.6% |