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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 | $116,449 | $104,937+11.0% | $84,628+37.6% | $152,897-23.8% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | -4.62% | 373.88%-378.5pp | 258.80%-263.4pp | 345.43%-350.0pp |
| Employer contribution / active EE | $1,179 | $3,303-64.3% | $2,653-55.6% | $4,764-75.2% |
| Participant deferral / active EE | $0 | $4,690-100.0% | $3,900-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |