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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 | $36,624 | $69,248-47.1% | $64,101-42.9% | $139,466-73.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | -11.33% | 45.95%-57.3pp | 33.72%-45.0pp | 373.66%-385.0pp |
| Employer contribution / active EE | $11,858 | $3,185+272.3% | $2,749+331.4% | $4,754+149.4% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,409-100.0% |