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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 | $57,485 | $84,697-32.1% | $73,845-22.2% | $125,393-54.2% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | -6.60% | 3123.66%-3130.3pp | 2267.91%-2274.5pp | 282.23%-288.8pp |
| Employer contribution / active EE | $3,782 | $3,123+21.1% | $2,788+35.7% | $4,866-22.3% |
| Participant deferral / active EE | $6,527 | $3,993+63.5% | $3,583+82.2% | $5,351+22.0% |
| Admin fee / account holder | $0 | $5,692-100.0% | $4,881-100.0% | $9,541-100.0% |