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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 | $82,510 | $109,908-24.9% | $97,161-15.1% | $145,978-43.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | -17.28% | 243.80%-261.1pp | 75.36%-92.6pp | 550.52%-567.8pp |
| Employer contribution / active EE | $799 | $3,077-74.1% | $2,723-70.7% | $4,662-82.9% |
| Participant deferral / active EE | $1,517 | $4,679-67.6% | $4,265-64.4% | $6,690-77.3% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |