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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 | $55,273 | $108,942-49.3% | $100,415-45.0% | $145,897-62.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -29.37% | 58.27%-87.6pp | 49.47%-78.8pp | 552.29%-581.7pp |
| Employer contribution / active EE | $7,758 | $4,422+75.4% | $3,943+96.8% | $4,663+66.4% |
| Participant deferral / active EE | $5,410 | $8,461-36.1% | $8,091-33.1% | $6,689-19.1% |
| Admin fee / account holder | $235 | $9,702-97.6% | $7,906-97.0% | $13,390-98.2% |