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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 | $29,829 | $100,811-70.4% | $86,698-65.6% | $134,545-77.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.10% | 29.11%-54.2pp | 35.96%-61.1pp | 418.37%-443.5pp |
| Employer contribution / active EE | $2,418 | $3,490-30.7% | $2,837-14.8% | $4,742-49.0% |
| Participant deferral / active EE | $4,785 | $5,339-10.4% | $4,656+2.8% | $6,401-25.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |