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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 | $7,068 | $67,352-89.5% | $60,899-88.4% | $134,509-94.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.1%+1.9pp | 81.2%-6.2pp |
| Annual return | -26.75% | 49.99%-76.7pp | 16.92%-43.7pp | 418.13%-444.9pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,016 | $4,539-11.5% | $3,817+5.2% | $6,400-37.3% |
| Admin fee / account holder | $27 | $4,585-99.4% | $3,225-99.2% | $11,427-99.8% |