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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 | $62,504 | $138,385-54.8% | $184,243-66.1% | $80,925-22.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -48.05% | 20.02%-68.1pp | 28.82%-76.9pp | 35.65%-83.7pp |
| Employer contribution / active EE | $24,881 | $4,851+412.9% | $6,427+287.1% | $2,756+802.7% |
| Participant deferral / active EE | $0 | $7,075-100.0% | $9,132-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $10,489-100.0% | $13,914-100.0% | $6,940-100.0% |