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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 | $36,604 | $95,917-61.8% | $79,583-54.0% | $134,545-72.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -31.75% | -2.70%-29.0pp | 0.16%-31.9pp | 418.37%-450.1pp |
| Employer contribution / active EE | $11,716 | $3,129+274.4% | $2,414+385.4% | $4,742+147.1% |
| Participant deferral / active EE | $9,000 | $4,694+91.7% | $3,986+125.8% | $6,401+40.6% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |