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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 | $10,955 | $90,617-87.9% | $79,476-86.2% | $135,382-91.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -11.79% | 977.57%-989.4pp | 718.21%-730.0pp | 519.77%-531.6pp |
| Employer contribution / active EE | $2,503 | $3,068-18.4% | $2,800-10.6% | $4,779-47.6% |
| Participant deferral / active EE | $8,514 | $4,050+110.2% | $3,704+129.9% | $5,609+51.8% |
| Admin fee / account holder | $263 | $5,907-95.6% | $5,113-94.9% | $10,829-97.6% |