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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 | $9,620 | $90,607-89.4% | $79,467-87.9% | $135,380-92.9% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 82.6%-0.8pp |
| Annual return | -18.67% | 977.74%-996.4pp | 718.30%-737.0pp | 519.81%-538.5pp |
| Employer contribution / active EE | $2,309 | $3,068-24.7% | $2,800-17.6% | $4,779-51.7% |
| Participant deferral / active EE | $4,242 | $4,050+4.7% | $3,704+14.5% | $5,609-24.4% |
| Admin fee / account holder | $48 | $5,895-99.2% | $5,104-99.1% | $10,828-99.6% |