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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 | $22,148 | $104,106-78.7% | $71,086-68.8% | $135,379-83.6% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -13.66% | 1256.30%-1270.0pp | 650.59%-664.2pp | 519.79%-533.4pp |
| Employer contribution / active EE | $1,974 | $1,485+32.9% | $1,088+81.5% | $4,779-58.7% |
| Participant deferral / active EE | $7,323 | $2,527+189.8% | $1,874+290.7% | $5,609+30.6% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |