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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 | $61,456 | $90,606-32.2% | $79,466-22.7% | $135,379-54.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -14.38% | 977.69%-992.1pp | 718.28%-732.7pp | 519.79%-534.2pp |
| Employer contribution / active EE | $3,503 | $3,068+14.2% | $2,800+25.1% | $4,779-26.7% |
| Participant deferral / active EE | $8,700 | $4,050+114.8% | $3,704+134.9% | $5,609+55.1% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |