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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 | $4,744 | $84,551-94.4% | $61,452-92.3% | $134,532-96.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -28.99% | 585.39%-614.4pp | 338.96%-367.9pp | 418.27%-447.3pp |
| Employer contribution / active EE | $1,777 | $1,545+15.0% | $1,160+53.2% | $4,741-62.5% |
| Participant deferral / active EE | $2,666 | $2,818-5.4% | $2,125+25.5% | $6,401-58.4% |
| Admin fee / account holder | $7 | $2,587-99.7% | $2,131-99.7% | $11,429-99.9% |