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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 | $22,000 | $116,167-81.1% | $64,489-65.9% | $137,256-84.0% |
| Participation rate | 0.0% | 68.2%-68.2pp | 67.7%-67.7pp | 80.0%-80.0pp |
| Annual return | -26.67% | 36.55%-63.2pp | 55.03%-81.7pp | 220.34%-247.0pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $2,778-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |