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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 | $4,801 | $84,551-94.3% | $61,452-92.2% | $134,532-96.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -24.81% | 585.39%-610.2pp | 338.96%-363.8pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,074 | $1,545-30.4% | $1,160-7.3% | $4,741-77.3% |
| Participant deferral / active EE | $2,002 | $2,818-29.0% | $2,125-5.8% | $6,401-68.7% |
| Admin fee / account holder | $107 | $2,587-95.9% | $2,131-95.0% | $11,429-99.1% |