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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 | $33,410 | $97,732-65.8% | $83,831-60.1% | $135,380-75.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -12.02% | 1287.56%-1299.6pp | 850.99%-863.0pp | 519.81%-531.8pp |
| Employer contribution / active EE | $5,409 | $4,222+28.1% | $3,631+49.0% | $4,779+13.2% |
| Participant deferral / active EE | $7,680 | $4,683+64.0% | $4,082+88.1% | $5,609+36.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |