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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 | $31,899 | $135,639-76.5% | $110,241-71.1% | $135,382-76.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -28.12% | 513.21%-541.3pp | 314.75%-342.9pp | 519.77%-547.9pp |
| Employer contribution / active EE | $18,375 | $4,907+274.5% | $3,827+380.2% | $4,779+284.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |