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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 | $47,757 | $135,956-64.9% | $123,894-61.5% | $273,972-82.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -83.30% | 56.63%-139.9pp | 47.52%-130.8pp | 41.46%-124.8pp |
| Employer contribution / active EE | $1,698 | $5,170-67.2% | $4,617-63.2% | $4,869-65.1% |
| Participant deferral / active EE | $13,999 | $6,343+120.7% | $5,984+133.9% | $5,287+164.8% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |