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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 | $46,943 | $123,750-62.1% | $69,611-32.6% | $145,877-67.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | -16.15% | 192.03%-208.2pp | 101.14%-117.3pp | 551.28%-567.4pp |
| Employer contribution / active EE | $1,290 | $2,672-51.7% | $1,709-24.5% | $4,663-72.3% |
| Participant deferral / active EE | $4,960 | $4,243+16.9% | $2,891+71.6% | $6,691-25.9% |
| Admin fee / account holder | $19 | $7,817-99.8% | $4,696-99.6% | $13,402-99.9% |