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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 | $17,229 | $90,607-81.0% | $79,467-78.3% | $135,380-87.3% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -11.14% | 977.74%-988.9pp | 718.30%-729.4pp | 519.81%-530.9pp |
| Employer contribution / active EE | $3,325 | $3,068+8.4% | $2,800+18.7% | $4,779-30.4% |
| Participant deferral / active EE | $2,792 | $4,050-31.1% | $3,704-24.6% | $5,609-50.2% |
| Admin fee / account holder | $22 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |