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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 | $36,034 | $95,917-62.4% | $79,583-54.7% | $134,545-73.2% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -27.83% | -2.70%-25.1pp | 0.16%-28.0pp | 418.37%-446.2pp |
| Employer contribution / active EE | $2,253 | $3,129-28.0% | $2,414-6.7% | $4,742-52.5% |
| Participant deferral / active EE | $9,340 | $4,694+99.0% | $3,986+134.3% | $6,401+45.9% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |