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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 | $10,256 | $84,551-87.9% | $61,452-83.3% | $134,532-92.4% |
| Participation rate | 71.4% | 62.2%+9.2pp | 52.6%+18.9pp | 81.2%-9.8pp |
| Annual return | -25.03% | 585.39%-610.4pp | 338.96%-364.0pp | 418.27%-443.3pp |
| Employer contribution / active EE | $424 | $1,545-72.6% | $1,160-63.5% | $4,741-91.1% |
| Participant deferral / active EE | $1,107 | $2,818-60.7% | $2,125-47.9% | $6,401-82.7% |
| Admin fee / account holder | $80 | $2,587-96.9% | $2,131-96.2% | $11,429-99.3% |