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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 | $16,421 | $90,607-81.9% | $79,467-79.3% | $135,380-87.9% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -10.83% | 977.74%-988.6pp | 718.30%-729.1pp | 519.81%-530.6pp |
| Employer contribution / active EE | $1,860 | $3,068-39.4% | $2,800-33.6% | $4,779-61.1% |
| Participant deferral / active EE | $2,631 | $4,050-35.0% | $3,704-29.0% | $5,609-53.1% |
| Admin fee / account holder | $248 | $5,895-95.8% | $5,104-95.1% | $10,828-97.7% |