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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 | $13,879 | $49,177-71.8% | $79,466-82.5% | $64,173-78.4% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -15.26% | -1.16%-14.1pp | 718.28%-733.5pp | 7.63%-22.9pp |
| Employer contribution / active EE | $4,746 | $2,076+128.6% | $2,800+69.5% | $2,381+99.4% |
| Participant deferral / active EE | $2,061 | $2,821-27.0% | $3,704-44.4% | $3,470-40.6% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |