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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 | $15,561 | $67,396-76.9% | $60,919-74.5% | $134,545-88.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -22.13% | 50.12%-72.2pp | 16.96%-39.1pp | 418.37%-440.5pp |
| Employer contribution / active EE | $4,079 | $3,101+31.5% | $2,704+50.9% | $4,742-14.0% |
| Participant deferral / active EE | $4,042 | $4,534-10.9% | $3,814+6.0% | $6,401-36.9% |
| Admin fee / account holder | $123 | $4,590-97.3% | $3,228-96.2% | $11,431-98.9% |