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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 | $25,197 | $100,895-75.0% | $90,430-72.1% | $158,950-84.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | -2.52% | 1725.54%-1728.1pp | 1293.73%-1296.2pp | 302.91%-305.4pp |
| Employer contribution / active EE | $1,722 | $3,689-53.3% | $3,262-47.2% | $4,762-63.8% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $19 | $6,505-99.7% | $5,613-99.7% | $11,248-99.8% |