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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 | $30,610 | $160,059-80.9% | $140,019-78.1% | $135,380-77.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.59% | 911.48%-923.1pp | 651.17%-662.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $2,401 | $6,420-62.6% | $5,605-57.2% | $4,779-49.8% |
| Participant deferral / active EE | $2,997 | $7,641-60.8% | $6,927-56.7% | $5,609-46.6% |
| Admin fee / account holder | $172 | $13,328-98.7% | $10,705-98.4% | $10,828-98.4% |