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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 | $35,987 | $190,879-81.1% | $160,009-77.5% | $134,532-73.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -24.50% | 552.63%-577.1pp | 408.85%-433.3pp | 418.27%-442.8pp |
| Employer contribution / active EE | $1,607 | $4,995-67.8% | $4,225-62.0% | $4,741-66.1% |
| Participant deferral / active EE | $2,424 | $6,924-65.0% | $6,183-60.8% | $6,401-62.1% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |