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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 | $8,858 | $104,106-91.5% | $71,086-87.5% | $135,382-93.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -19.64% | 1256.30%-1275.9pp | 650.59%-670.2pp | 519.77%-539.4pp |
| Employer contribution / active EE | $2,448 | $1,485+64.9% | $1,088+125.1% | $4,779-48.8% |
| Participant deferral / active EE | $3,460 | $2,527+36.9% | $1,874+84.6% | $5,609-38.3% |
| Admin fee / account holder | $117 | $4,142-97.2% | $3,082-96.2% | $10,829-98.9% |