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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 | $72,533 | $190,879-62.0% | $160,009-54.7% | $134,532-46.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -43.09% | 552.63%-595.7pp | 408.85%-451.9pp | 418.27%-461.4pp |
| Employer contribution / active EE | $2,162 | $4,995-56.7% | $4,225-48.8% | $4,741-54.4% |
| Participant deferral / active EE | $6,833 | $6,924-1.3% | $6,183+10.5% | $6,401+6.8% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |