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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 | $28,034 | $107,941-74.0% | $91,994-69.5% | $152,909-81.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | -1.32% | 89.28%-90.6pp | 69.04%-70.4pp | 345.46%-346.8pp |
| Employer contribution / active EE | $2,265 | $4,212-46.2% | $3,453-34.4% | $4,764-52.4% |
| Participant deferral / active EE | $8,167 | $6,366+28.3% | $5,924+37.9% | $5,851+39.6% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |