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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 | $17,361 | $69,518-75.0% | $59,883-71.0% | $135,382-87.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -14.14% | 7.95%-22.1pp | 3.46%-17.6pp | 519.77%-533.9pp |
| Employer contribution / active EE | $5,063 | $3,235+56.5% | $2,722+86.0% | $4,779+5.9% |
| Participant deferral / active EE | $3,710 | $4,204-11.8% | $3,402+9.1% | $5,609-33.9% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,829-100.0% |