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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 | $31,936 | $81,643-60.9% | $70,462-54.7% | $158,950-79.9% |
| Participation rate | 71.4% | 77.7%-6.3pp | 75.1%-3.6pp | 82.0%-10.5pp |
| Annual return | -0.92% | 208.51%-209.4pp | 109.08%-110.0pp | 302.91%-303.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,737-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,358 | $4,555-70.2% | $3,710-63.4% | $5,983-77.3% |
| Admin fee / account holder | $168 | $6,194-97.3% | $3,845-95.6% | $11,248-98.5% |