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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 | $47,626 | $82,678-42.4% | $125,391-62.0% | $68,490-30.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -21.83% | -5.97%-15.9pp | 572.41%-594.2pp | -7.85%-14.0pp |
| Employer contribution / active EE | $2,094 | $3,382-38.1% | $4,816-56.5% | $2,597-19.3% |
| Participant deferral / active EE | $3,357 | $6,111-45.1% | $7,448-54.9% | $4,028-16.6% |
| Admin fee / account holder | -$13 | $6,277-100.2% | $10,009-100.1% | $5,403-100.2% |