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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 | $29,487 | $97,732-69.8% | $83,831-64.8% | $135,380-78.2% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -12.87% | 1287.56%-1300.4pp | 850.99%-863.9pp | 519.81%-532.7pp |
| Employer contribution / active EE | $2,651 | $4,222-37.2% | $3,631-27.0% | $4,779-44.5% |
| Participant deferral / active EE | $3,956 | $4,683-15.5% | $4,082-3.1% | $5,609-29.5% |
| Admin fee / account holder | $276 | $6,675-95.9% | $5,479-95.0% | $10,828-97.5% |