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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 | $22,310 | $92,766-76.0% | $82,763-73.0% | $134,545-83.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -35.91% | 946.97%-982.9pp | 702.45%-738.4pp | 418.37%-454.3pp |
| Employer contribution / active EE | $3,201 | $3,273-2.2% | $3,008+6.4% | $4,742-32.5% |
| Participant deferral / active EE | $7,610 | $4,802+58.5% | $4,395+73.1% | $6,401+18.9% |
| Admin fee / account holder | $4 | $5,978-99.9% | $5,325-99.9% | $11,431-100.0% |