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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 | $43,773 | $95,917-54.4% | $79,583-45.0% | $134,545-67.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.62% | -2.70%-17.9pp | 0.16%-20.8pp | 418.37%-439.0pp |
| Employer contribution / active EE | $14,965 | $3,129+378.2% | $2,414+520.0% | $4,742+215.6% |
| Participant deferral / active EE | $15,833 | $4,694+237.3% | $3,986+297.3% | $6,401+147.3% |
| Admin fee / account holder | $250 | $9,132-97.3% | $6,835-96.3% | $11,431-97.8% |