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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 | $27,965 | $90,617-69.1% | $79,476-64.8% | $135,382-79.3% |
| Participation rate | 85.7% | 76.1%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -9.80% | 977.57%-987.4pp | 718.21%-728.0pp | 519.77%-529.6pp |
| Employer contribution / active EE | $1,359 | $3,068-55.7% | $2,800-51.5% | $4,779-71.6% |
| Participant deferral / active EE | $4,359 | $4,050+7.6% | $3,704+17.7% | $5,609-22.3% |
| Admin fee / account holder | $13 | $5,907-99.8% | $5,113-99.8% | $10,829-99.9% |