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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 | $24,308 | $92,684-73.8% | $82,706-70.6% | $134,509-81.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.73% | 945.84%-967.6pp | 701.76%-723.5pp | 418.13%-439.9pp |
| Employer contribution / active EE | $3,269 | $3,272-0.1% | $3,007+8.7% | $4,741-31.1% |
| Participant deferral / active EE | $4,360 | $4,800-9.2% | $4,394-0.8% | $6,400-31.9% |
| Admin fee / account holder | $19 | $5,982-99.7% | $5,329-99.6% | $11,427-99.8% |