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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 | $34,600 | $97,761-64.6% | $83,850-58.7% | $135,382-74.4% |
| Participation rate | 91.7% | 80.0%+11.7pp | 76.1%+15.5pp | 82.6%+9.0pp |
| Annual return | -9.87% | 1287.44%-1297.3pp | 850.92%-860.8pp | 519.77%-529.6pp |
| Employer contribution / active EE | $6,691 | $4,222+58.5% | $3,631+84.3% | $4,779+40.0% |
| Participant deferral / active EE | $3,145 | $4,682-32.8% | $4,082-22.9% | $5,609-43.9% |
| Admin fee / account holder | $58 | $6,674-99.1% | $5,478-98.9% | $10,829-99.5% |