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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 | $53,599 | $84,551-36.6% | $61,452-12.8% | $134,532-60.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -36.68% | 585.39%-622.1pp | 338.96%-375.6pp | 418.27%-454.9pp |
| Employer contribution / active EE | $1,069 | $1,545-30.8% | $1,160-7.8% | $4,741-77.4% |
| Participant deferral / active EE | $1,872 | $2,818-33.6% | $2,125-11.9% | $6,401-70.8% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |