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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 | $33,989 | $97,732-65.2% | $83,831-59.5% | $135,380-74.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -12.44% | 1287.56%-1300.0pp | 850.99%-863.4pp | 519.81%-532.2pp |
| Employer contribution / active EE | $10,430 | $4,222+147.0% | $3,631+187.2% | $4,779+118.3% |
| Participant deferral / active EE | $7,196 | $4,683+53.7% | $4,082+76.3% | $5,609+28.3% |
| Admin fee / account holder | $105 | $6,675-98.4% | $5,479-98.1% | $10,828-99.0% |