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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 | $53,101 | $135,645-60.9% | $110,243-51.8% | $135,379-60.8% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -9.20% | 513.24%-522.4pp | 314.76%-324.0pp | 519.79%-529.0pp |
| Employer contribution / active EE | $1,985 | $4,907-59.5% | $3,827-48.1% | $4,779-58.5% |
| Participant deferral / active EE | $7,967 | $5,507+44.7% | $4,672+70.5% | $5,609+42.0% |
| Admin fee / account holder | $255 | $11,458-97.8% | $8,548-97.0% | $10,828-97.6% |