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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 | $20,439 | $99,644-79.5% | $86,438-76.4% | $134,532-84.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.12% | 6787.26%-6808.4pp | 4397.19%-4418.3pp | 418.27%-439.4pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,218 | $7,247+41.0% | $6,952+47.0% | $6,401+59.6% |
| Admin fee / account holder | $195 | $8,375-97.7% | $6,733-97.1% | $11,429-98.3% |