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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 | $87,493 | $90,606-3.4% | $79,466+10.1% | $135,379-35.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -14.17% | 977.69%-991.9pp | 718.28%-732.4pp | 519.79%-534.0pp |
| Employer contribution / active EE | $2,520 | $3,068-17.9% | $2,800-10.0% | $4,779-47.3% |
| Participant deferral / active EE | $16,200 | $4,050+300.0% | $3,704+337.4% | $5,609+188.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |