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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 | $11,430 | $101,283-88.7% | $75,826-84.9% | $135,382-91.6% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -15.44% | 3384.62%-3400.1pp | 1914.15%-1929.6pp | 519.77%-535.2pp |
| Employer contribution / active EE | $887 | $2,382-62.8% | $1,913-53.6% | $4,779-81.4% |
| Participant deferral / active EE | $5,545 | $3,469+59.9% | $2,862+93.7% | $5,609-1.1% |
| Admin fee / account holder | $201 | $6,539-96.9% | $4,726-95.7% | $10,829-98.1% |