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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 | $18,470 | $97,761-81.1% | $83,850-78.0% | $135,382-86.4% |
| Participation rate | 90.0% | 80.0%+10.0pp | 76.1%+13.9pp | 82.6%+7.4pp |
| Annual return | -11.10% | 1287.44%-1298.5pp | 850.92%-862.0pp | 519.77%-530.9pp |
| Employer contribution / active EE | $2,172 | $4,222-48.6% | $3,631-40.2% | $4,779-54.6% |
| Participant deferral / active EE | $5,560 | $4,682+18.7% | $4,082+36.2% | $5,609-0.9% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,829-99.9% |