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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 | $33,024 | $82,630-60.0% | $64,105-48.5% | $125,389-73.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.79% | 1489.72%-1495.5pp | 791.24%-797.0pp | 282.24%-288.0pp |
| Employer contribution / active EE | $4,617 | $2,671+72.8% | $1,820+153.7% | $4,866-5.1% |
| Participant deferral / active EE | $9,000 | $3,608+149.4% | $2,822+219.0% | $5,352+68.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |