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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 | $49,322 | $97,729-49.5% | $83,830-41.2% | $135,379-63.6% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -10.73% | 1287.52%-1298.2pp | 850.97%-861.7pp | 519.79%-530.5pp |
| Employer contribution / active EE | $2,325 | $4,222-44.9% | $3,631-36.0% | $4,779-51.3% |
| Participant deferral / active EE | $7,559 | $4,683+61.4% | $4,082+85.2% | $5,609+34.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |