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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 | $39,141 | $112,300-65.1% | $90,223-56.6% | $125,389-68.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -67.38% | -0.57%-66.8pp | 1.31%-68.7pp | 282.24%-349.6pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $0 | $6,733-100.0% | $5,792-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |