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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 | $18,407 | $92,743-80.2% | $82,744-77.8% | $134,532-86.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -21.27% | 946.63%-967.9pp | 702.22%-723.5pp | 418.27%-439.5pp |
| Employer contribution / active EE | $2,017 | $3,273-38.4% | $3,008-32.9% | $4,741-57.4% |
| Participant deferral / active EE | $5,715 | $4,802+19.0% | $4,395+30.0% | $6,401-10.7% |
| Admin fee / account holder | $16 | $5,977-99.7% | $5,325-99.7% | $11,429-99.9% |