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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 | $8,314 | $92,743-91.0% | $82,744-90.0% | $134,532-93.8% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -22.64% | 946.63%-969.3pp | 702.22%-724.9pp | 418.27%-440.9pp |
| Employer contribution / active EE | $1,170 | $3,273-64.2% | $3,008-61.1% | $4,741-75.3% |
| Participant deferral / active EE | $4,358 | $4,802-9.2% | $4,395-0.8% | $6,401-31.9% |
| Admin fee / account holder | $18 | $5,977-99.7% | $5,325-99.7% | $11,429-99.8% |