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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 | $37,080 | $160,059-76.8% | $140,019-73.5% | $135,379-72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -22.74% | 911.44%-934.2pp | 651.15%-673.9pp | 519.79%-542.5pp |
| Employer contribution / active EE | $14,518 | $6,420+126.2% | $5,605+159.0% | $4,779+203.8% |
| Participant deferral / active EE | $11,758 | $7,641+53.9% | $6,927+69.8% | $5,609+109.6% |
| Admin fee / account holder | $140 | $13,328-99.0% | $10,705-98.7% | $10,828-98.7% |