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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 | $17,200 | $99,647-82.7% | $86,439-80.1% | $134,509-87.2% |
| Participation rate | 80.0% | 82.1%-2.1pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -26.44% | 6784.13%-6810.6pp | 4395.55%-4422.0pp | 418.13%-444.6pp |
| Employer contribution / active EE | $1,978 | $4,401-55.1% | $3,769-47.5% | $4,741-58.3% |
| Participant deferral / active EE | $7,488 | $7,246+3.3% | $6,952+7.7% | $6,400+17.0% |
| Admin fee / account holder | $26 | $8,373-99.7% | $6,732-99.6% | $11,427-99.8% |