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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 | $29,347 | $138,114-78.8% | $125,391-76.6% | $134,545-78.2% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -23.59% | 750.88%-774.5pp | 572.41%-596.0pp | 418.37%-442.0pp |
| Employer contribution / active EE | $3,827 | $5,246-27.1% | $4,816-20.5% | $4,742-19.3% |
| Participant deferral / active EE | $6,398 | $7,801-18.0% | $7,448-14.1% | $6,4010% |
| Admin fee / account holder | $60 | $11,570-99.5% | $10,009-99.4% | $11,431-99.5% |