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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 | $30,722 | $99,644-69.2% | $86,438-64.5% | $134,532-77.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -23.15% | 6787.26%-6810.4pp | 4397.19%-4420.3pp | 418.27%-441.4pp |
| Employer contribution / active EE | $2,359 | $4,402-46.4% | $3,769-37.4% | $4,741-50.3% |
| Participant deferral / active EE | $11,699 | $7,247+61.4% | $6,952+68.3% | $6,401+82.8% |
| Admin fee / account holder | $40 | $8,375-99.5% | $6,733-99.4% | $11,429-99.6% |