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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 | $67,478 | $95,979-29.7% | $74,551-9.5% | $135,380-50.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.99% | 56.97%-67.0pp | 32.53%-42.5pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,360 | $2,716-49.9% | $1,961-30.7% | $4,779-71.5% |
| Participant deferral / active EE | $3,828 | $3,844-0.4% | $3,108+23.1% | $5,609-31.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |