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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 | $43,698 | $138,075-68.4% | $123,552-64.6% | $135,379-67.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.60% | 153.70%-164.3pp | 119.20%-129.8pp | 519.79%-530.4pp |
| Employer contribution / active EE | $1,726 | $5,152-66.5% | $4,628-62.7% | $4,779-63.9% |
| Participant deferral / active EE | $2,500 | $6,800-63.2% | $6,426-61.1% | $5,609-55.4% |
| Admin fee / account holder | $43 | $10,917-99.6% | $9,285-99.5% | $10,828-99.6% |