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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 | $32,097 | $88,754-63.8% | $81,820-60.8% | $145,877-78.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -6.06% | 1031.77%-1037.8pp | 777.93%-784.0pp | 551.28%-557.3pp |
| Employer contribution / active EE | $2,290 | $3,085-25.8% | $2,915-21.4% | $4,663-50.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $262 | $8,424-96.9% | $7,391-96.5% | $13,402-98.0% |