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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 | $125,125 | $171,272-26.9% | $127,803-2.1% | $152,897-18.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.0%+21.0pp | 82.5%+17.5pp |
| Annual return | -19.32% | 23.54%-42.9pp | 26.14%-45.5pp | 345.43%-364.7pp |
| Employer contribution / active EE | $2,655 | $5,451-51.3% | $4,576-42.0% | $4,764-44.3% |
| Participant deferral / active EE | $0 | $7,043-100.0% | $6,023-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2 | $14,540-100.0% | $9,399-100.0% | $11,599-100.0% |