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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 | $34,185 | $45,872-25.5% | $77,100-55.7% | $68,490-50.1% |
| Participation rate | 82.1% | 55.9%+26.2pp | 67.9%+14.2pp | 67.9%+14.2pp |
| Annual return | -34.86% | 1.73%-36.6pp | 42.35%-77.2pp | -7.85%-27.0pp |
| Employer contribution / active EE | $446 | $1,650-72.9% | $2,815-84.1% | $2,597-82.8% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,443-100.0% | $5,403-100.0% |