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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 | $35,585 | $138,078-74.2% | $125,363-71.6% | $134,509-73.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.90% | 750.49%-782.4pp | 572.15%-604.0pp | 418.13%-450.0pp |
| Employer contribution / active EE | $28,718 | $5,245+447.6% | $4,815+496.5% | $4,741+505.8% |
| Participant deferral / active EE | $16,687 | $7,800+113.9% | $7,447+124.1% | $6,400+160.7% |
| Admin fee / account holder | $31 | $11,566-99.7% | $10,005-99.7% | $11,427-99.7% |