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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 | $14,635 | $58,258-74.9% | $81,820-82.1% | $80,925-81.9% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.4%+26.0pp | 67.7%+30.7pp |
| Annual return | -41.92% | 41.76%-83.7pp | 777.93%-819.9pp | 35.65%-77.6pp |
| Employer contribution / active EE | $8,197 | $2,345+249.5% | $2,915+181.2% | $2,756+197.4% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $4,976-100.0% | $7,391-100.0% | $6,940-100.0% |