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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 | $22,380 | $95,917-76.7% | $79,583-71.9% | $134,545-83.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -26.17% | -2.70%-23.5pp | 0.16%-26.3pp | 418.37%-444.5pp |
| Employer contribution / active EE | $2,410 | $3,129-23.0% | $2,414-0.2% | $4,742-49.2% |
| Participant deferral / active EE | $10,250 | $4,694+118.4% | $3,986+157.2% | $6,401+60.1% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |