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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 | $99,748 | $108,212-7.8% | $77,513+28.7% | $158,966-37.3% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -35.97% | 31.67%-67.6pp | 54.81%-90.8pp | 302.95%-338.9pp |
| Employer contribution / active EE | $420 | $1,325-68.3% | $987-57.4% | $4,762-91.2% |
| Participant deferral / active EE | $420 | $2,455-82.9% | $1,861-77.4% | $5,983-93.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,250-100.0% |