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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 | $36,422 | $105,867-65.6% | $90,760-59.9% | $134,532-72.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -28.07% | -10.99%-17.1pp | -12.16%-15.9pp | 418.27%-446.3pp |
| Employer contribution / active EE | $1,000 | $3,464-71.1% | $2,922-65.8% | $4,741-78.9% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |